Gerber Kawasaki Wealth & Investment Management’s Dropbox DBX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-5,059	Closed	-$147K	–	474
2021 Q3	$147K	Buy	+5,059	New	+$157K	0.02%	207
2021 Q2	–	Sell	-10,050	Closed	-$267K	–	264
2021 Q1	$267K	Buy	10,050 +25	+0.2%	+$602	0.03%	176
2020 Q4	$222K	Sell	10,025 -7,505	-43%	-$153K	0.03%	162
2020 Q3	$337K	Sell	17,530 -2,470	-12%	-$51.4K	0.07%	95
2020 Q2	$435K	Sell	20,000 -8,848	-31%	-$187K	0.1%	94
2020 Q1	$522K	Hold	28,848	–	–	0.15%	81
2019 Q4	$516K	Hold	28,848	–	–	0.13%	75
2019 Q3	$581K	Hold	28,848	–	–	0.17%	71
2019 Q2	$722K	Hold	28,848	–	–	0.21%	64
2019 Q1	$628K	Buy	+28,848	New	+$672K	0.19%	65

Other funds holding DBX

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DBX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Dropbox (DBX) in Q4 2021, closing a stake of 5,059 shares — an estimated $147K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DBX in Q1 2019 and held it in 10 quarters. The position peaked at $722K in Q2 2019. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 5,059 Dropbox shares in Q4 2021, an estimated $147K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Dropbox in Q1 2019 and held it in 10 quarters.
Gerber Kawasaki Wealth & Investment Management's Dropbox position peaked at $722K in Q2 2019.
467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.