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Carolinas Wealth Consulting’s Dropbox DBX Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-21
Closed -$454 – 1075
2023
Q1 		$454 Sell
21
-46
-69% -$1.01K ﹤0.01% 1002
2022
Q4 		$1.5K Buy
+67
New +$1.47K ﹤0.01% 843
2020
Q4 		– Sell
-94
Closed -$2K – 900
2020
Q3 		$2K Hold
94
– – ﹤0.01% 686
2020
Q2 		$2K Buy
+94
New +$1.99K ﹤0.01% 484

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's DBX Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Dropbox (DBX) in Q2 2023, closing a stake of 21 shares — an estimated $454 sold.

Carolinas Wealth Consulting first reported a position in DBX in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 447 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 21 Dropbox shares in Q2 2023, an estimated $454.
  • Carolinas Wealth Consulting first reported a position in Dropbox in Q2 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Dropbox position peaked at $2K in Q3 2020.
  • 447 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.