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Connectus Wealth’s Dropbox DBX Stock Holding History

Connectus 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
2023
Q2 		– Sell
-73,327
Closed -$1.59M – 456
2023
Q1 		$1.59M Buy
73,327
+7,290
+11% +$160K 0.04% 245
2022
Q4 		$1.48M Buy
66,037
+5,005
+8% +$110K 0.03% 239
2022
Q3 		$1.26M Buy
61,032
+3,228
+6% +$72.3K 0.03% 309
2022
Q2 		$1.21M Buy
57,804
+7,565
+15% +$164K 0.03% 252
2022
Q1 		$1.23M Sell
50,239
-1,317
-3% -$30.7K 0.04% 211
2021
Q4 		$1.26M Buy
+51,556
New +$1.39M 0.05% 186

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 $495B AUM 43.24% 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 $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $59.5B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connectus Wealth's DBX Position: Q2 2023 in Review

Connectus Wealth sold out of Dropbox (DBX) in Q2 2023, closing a stake of 73,327 shares — an estimated $1.59M sold.

Connectus Wealth first reported a position in DBX in Q4 2021 and held it in 6 quarters. The position peaked at $1.59M in Q1 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

  • Connectus Wealth reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 73,327 Dropbox shares in Q2 2023, an estimated $1.59M.
  • Connectus Wealth first reported a position in Dropbox in Q4 2021 and held it in 6 quarters.
  • Connectus Wealth's Dropbox position peaked at $1.59M in Q1 2023.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

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