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Carroll Financial Associates’s Dropbox DBX Stock Holding History

Carroll Financial Associates’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
-119
Closed -$3K – 1674
2021
Q3 		$3K Sell
119
-6,479
-98% -$201K ﹤0.01% 1466
2021
Q2 		$199K Buy
+6,598
New +$180K 0.01% 413

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Carroll Financial Associates's DBX Position: Q4 2021 in Review

Carroll Financial Associates sold out of Dropbox (DBX) in Q4 2021, closing a stake of 119 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in DBX in Q2 2021 and held it in 2 quarters. The position peaked at $199K in Q2 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Carroll Financial Associates reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 119 Dropbox shares in Q4 2021, an estimated $3K.
  • Carroll Financial Associates first reported a position in Dropbox in Q2 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Dropbox position peaked at $199K in Q2 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.