DI
DBX icon

Disciplined Investments’s Dropbox DBX Stock Holding History

Disciplined Investments’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
-45
Closed -$1.2K – 462
2023
Q2 		$1.2K Buy
45
+3
+7% +$68 ﹤0.01% 883
2023
Q1 		$908 Sell
42
-2
-5% -$44 ﹤0.01% 1005
2022
Q4 		$985 Buy
44
+3
+7% +$66 ﹤0.01% 910
2022
Q3 		$1K Sell
41
-9
-18% -$202 ﹤0.01% 855
2022
Q2 		$1K Buy
50
+11
+28% +$238 ﹤0.01% 868
2022
Q1 		$1K Buy
+39
New +$909 ﹤0.01% 927

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

Disciplined Investments's DBX Position: Q3 2023 in Review

Disciplined Investments sold out of Dropbox (DBX) in Q3 2023, closing a stake of 45 shares — an estimated $1.2K sold.

Disciplined Investments first reported a position in DBX in Q1 2022 and held it in 6 quarters. The position peaked at $1.2K in Q2 2023. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

  • Disciplined Investments reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 45 Dropbox shares in Q3 2023, an estimated $1.2K.
  • Disciplined Investments first reported a position in Dropbox in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Dropbox position peaked at $1.2K in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.