FinTrust Capital Advisors’s Dropbox DBX Stock Holding History

FinTrust Capital 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
2023 Q3	–	Sell	-500	Closed	-$11.2K	–	1259
2023 Q2	$11.2K	Hold	500	–	–	﹤0.01%	750
2023 Q1	$11.2K	Hold	500	–	–	﹤0.01%	748
2022 Q4	$11.2K	Hold	500	–	–	﹤0.01%	745
2022 Q3	$11K	Hold	500	–	–	﹤0.01%	846
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	853
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	885
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	880
2021 Q3	$15K	Hold	500	–	–	﹤0.01%	804
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	821
2021 Q1	$13K	Hold	500	–	–	﹤0.01%	822
2020 Q4	$11K	Sell	500 -8,000	-94%	-$163K	﹤0.01%	816
2020 Q3	$164	Sell	8,500 -5,000	-37%	-$104K	0.03%	275
2020 Q2	$294K	Buy	13,500 +13,000	+2,600%	+$275K	0.12%	154
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	763
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	755
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	754
2019 Q2	$13K	Hold	500	–	–	0.01%	677
2019 Q1	$11K	Hold	500	–	–	﹤0.01%	748
2018 Q4	$10K	Buy	+500	New	+$11.5K	﹤0.01%	759

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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