GWMIA
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Global Wealth Management Investment Advisory’s Dropbox DBX Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-10
Closed – – 223
2022
Q2 		$0 Hold
10
– – ﹤0.01% 506
2022
Q1 		$0 Hold
10
– – ﹤0.01% 498
2021
Q4 		$0 Hold
10
– – ﹤0.01% 462
2021
Q3 		$0 Hold
10
– – ﹤0.01% 468
2021
Q2 		$0 Hold
10
– – ﹤0.01% 447
2021
Q1 		$0 Hold
10
– – ﹤0.01% 470
2020
Q4 		$0 Sell
10
-75
-88% -$1.53K ﹤0.01% 469
2020
Q3 		$2K Hold
85
– – ﹤0.01% 378
2020
Q2 		$2K Buy
+85
New +$1.8K ﹤0.01% 502

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's DBX Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Dropbox (DBX) in Q3 2022, closing a stake of 10 shares.

Global Wealth Management Investment Advisory first reported a position in DBX in Q2 2020 and held it in 9 quarters. The position peaked at $2K in Q3 2020. 429 funds tracked by Wall St. Rank hold DBX as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Dropbox position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Dropbox shares in Q3 2022.
  • Global Wealth Management Investment Advisory first reported a position in Dropbox in Q2 2020 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Dropbox position peaked at $2K in Q3 2020.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.