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Cary Street Partners Investment Advisory’s Dropbox DBX Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-1,171
Closed -$31.9K – 885
2023
Q3 		$31.9K Buy
1,171
+1,167
+29,175% +$31.8K ﹤0.01% 981
2023
Q2 		$107 Hold
4
– – ﹤0.01% 1727
2023
Q1 		$86 Buy
+4
New +$88 ﹤0.01% 1658

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's DBX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Dropbox (DBX) in Q4 2023, closing a stake of 1,171 shares — an estimated $31.9K sold.

Cary Street Partners Investment Advisory first reported a position in DBX in Q1 2023 and held it in 3 quarters. The position peaked at $31.9K in Q3 2023. 461 funds tracked by Wall St. Rank hold DBX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Dropbox position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,171 Dropbox shares in Q4 2023, an estimated $31.9K.
  • Cary Street Partners Investment Advisory first reported a position in Dropbox in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Dropbox position peaked at $31.9K in Q3 2023.
  • 461 funds tracked by Wall St. Rank held Dropbox as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.