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Dixon Hughes Goodman Wealth Advisors’s Dropbox DBX Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$1K Sell
25
-198
-89% -$4.61K ﹤0.01% 774
2021
Q4 		$5K Buy
+223
New +$6K ﹤0.01% 541

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DBX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Dropbox (DBX) stake by 89% in Q1 2022, selling an estimated $4.61K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Dixon Hughes Goodman Wealth Advisors first reported a position in DBX in Q4 2021 and has held it in 2 quarters since. The position peaked at $5K in Q4 2021. 480 funds tracked by Wall St. Rank hold DBX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 25 shares of Dropbox worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 198 Dropbox shares in Q1 2022, an estimated $4.61K.
  • Dropbox made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #774 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Dropbox in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Dropbox position peaked at $5K in Q4 2021.
  • 480 funds tracked by Wall St. Rank held Dropbox as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.