Janiczek Wealth Management’s Dropbox DBX Stock Holding History

Janiczek Wealth 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
2024 Q2	$45	Hold	2	–	–	﹤0.01%	1077
2024 Q1	$49	Sell	2 -163	-99%	-$4.57K	﹤0.01%	1081
2023 Q4	$4.87K	Buy	165 +2	+1%	+$56	﹤0.01%	758
2023 Q3	$4.44K	Hold	163	–	–	﹤0.01%	739
2023 Q2	$4.35K	Hold	163	–	–	﹤0.01%	677
2023 Q1	$3.6K	Hold	163	–	–	﹤0.01%	707
2022 Q4	$3.74K	Hold	163	–	–	﹤0.01%	702
2022 Q3	$3K	Hold	163	–	–	﹤0.01%	712
2022 Q2	$4K	Hold	163	–	–	﹤0.01%	686
2022 Q1	$4K	Hold	163	–	–	﹤0.01%	688
2021 Q4	$4K	Hold	163	–	–	﹤0.01%	733
2021 Q3	$5K	Hold	163	–	–	﹤0.01%	685
2021 Q2	$5K	Hold	163	–	–	﹤0.01%	660
2021 Q1	$4K	Hold	163	–	–	﹤0.01%	665
2020 Q4	$4K	Buy	+163	New	+$3.32K	﹤0.01%	618

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janiczek Wealth Management's DBX Position: Q2 2024 in Review

Janiczek Wealth Management held its Dropbox (DBX) position steady in Q2 2024 at 2 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Janiczek Wealth Management first reported a position in DBX in Q4 2020 and has held it in 15 quarters since. The position peaked at $5K in Q3 2021. 429 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

Janiczek Wealth Management held 2 shares of Dropbox worth $45 as of Q2 2024.
Janiczek Wealth Management left its Dropbox share count unchanged in Q2 2024.
Dropbox made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1077 holding.
Janiczek Wealth Management first reported a position in Dropbox in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Dropbox position peaked at $5K in Q3 2021.
429 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.