CAL
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Capital Advisors Ltd’s Dropbox DBX Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$1K Buy
+29
New +$745 ﹤0.01% 1205
2026
Q1 		– Sell
-7
Closed – – 1414
2025
Q4 		$0 Hold
7
– – ﹤0.01% 1396
2025
Q3 		$0 Hold
7
– – ﹤0.01% 1394
2025
Q2 		$0 Buy
7
+3
+75% +$85 ﹤0.01% 1391
2025
Q1 		$0 Buy
+4
New +$116 ﹤0.01% 1391
2023
Q1 		– Sell
-159
Closed -$4K – 1266
2022
Q4 		$4K Buy
159
+124
+354% +$2.73K ﹤0.01% 703
2022
Q3 		$1K Sell
35
-16
-31% -$358 ﹤0.01% 990
2022
Q2 		$1K Buy
+51
New +$1.1K ﹤0.01% 756
2022
Q1 		– Sell
-15
Closed – – 959
2021
Q4 		$0 Buy
+15
New +$404 ﹤0.01% 837

Other funds holding DBX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return