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Core Wealth Advisors (Florida)’s Dropbox DBX Stock Holding History

Core Wealth Advisors (Florida)’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
Q3 		– Sell
-250
Closed -$6.67K – 242
2023
Q2 		$6.67K Hold
250
– – ﹤0.01% 183
2023
Q1 		$5.41K Hold
250
– – ﹤0.01% 193
2022
Q4 		$5.59K Hold
250
– – ﹤0.01% 200
2022
Q3 		$5K Hold
250
– – ﹤0.01% 169
2022
Q2 		$5K Buy
250
+150
+150% +$3.25K ﹤0.01% 172
2022
Q1 		$2K Buy
+100
New +$2.33K ﹤0.01% 177
2020
Q4 		– Sell
-500
Closed -$10K – 181
2020
Q3 		$10K Buy
+500
New +$10.4K 0.01% 102

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DBX Position: Q3 2023 in Review

Core Wealth Advisors (Florida) sold out of Dropbox (DBX) in Q3 2023, closing a stake of 250 shares — an estimated $6.67K sold.

Core Wealth Advisors (Florida) first reported a position in DBX in Q3 2020 and held it in 7 quarters. The position peaked at $10K in Q3 2020. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

  • Core Wealth Advisors (Florida) reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 250 Dropbox shares in Q3 2023, an estimated $6.67K.
  • Core Wealth Advisors (Florida) first reported a position in Dropbox in Q3 2020 and held it in 7 quarters.
  • Core Wealth Advisors (Florida)'s Dropbox position peaked at $10K in Q3 2020.
  • 460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2023, filed 13 Nov 2023.