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	$164K	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 $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FinTrust Capital Advisors's DBX Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Dropbox (DBX) in Q3 2023, closing a stake of 500 shares — an estimated $11.2K sold.

FinTrust Capital Advisors first reported a position in DBX in Q4 2018 and held it in 19 quarters. The position peaked at $294K in Q2 2020. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

FinTrust Capital Advisors reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 500 Dropbox shares in Q3 2023, an estimated $11.2K.
FinTrust Capital Advisors first reported a position in Dropbox in Q4 2018 and held it in 19 quarters.
FinTrust Capital Advisors's Dropbox position peaked at $294K in Q2 2020.
460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.