BSW
DBX icon

Buckingham Strategic Wealth’s Dropbox DBX Stock Holding History

Buckingham Strategic Wealth’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,730
Closed -$226K – 609
2021
Q3 		$226K Sell
7,730
-1,403
-15% -$43.6K ﹤0.01% 531
2021
Q2 		$277K Buy
9,133
+38
+0.4% +$1.04K 0.01% 481
2021
Q1 		$242K Buy
9,095
+10
+0.1% +$241 0.01% 474
2020
Q4 		$202K Buy
+9,085
New +$185K 0.01% 505
2019
Q3 		– Sell
-8,066
Closed -$202K – 435
2019
Q2 		$202K Buy
+8,066
New +$186K 0.02% 421

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Buckingham Strategic Wealth's DBX Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Dropbox (DBX) in Q4 2021, closing a stake of 7,730 shares — an estimated $226K sold.

Buckingham Strategic Wealth first reported a position in DBX in Q2 2019 and held it in 5 quarters. The position peaked at $277K in Q2 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,730 Dropbox shares in Q4 2021, an estimated $226K.
  • Buckingham Strategic Wealth first reported a position in Dropbox in Q2 2019 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Dropbox position peaked at $277K in Q2 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.