FGAM
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Financial Gravity Asset Management’s Dropbox DBX Stock Holding History

Financial Gravity Asset Management’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
-27
Closed -$909 – 1373
2023
Q2 		$909 Buy
+27
New +$615 ﹤0.01% 834

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Vanguard Group
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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

Financial Gravity Asset Management's DBX Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Dropbox (DBX) in Q3 2023, closing a stake of 27 shares — an estimated $909 sold.

Financial Gravity Asset Management first reported a position in DBX in Q2 2023 and held it in 1 quarter. The position peaked at $909 in Q2 2023. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 27 Dropbox shares in Q3 2023, an estimated $909.
  • Financial Gravity Asset Management first reported a position in Dropbox in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's Dropbox position peaked at $909 in Q2 2023.
  • 460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.