JFS Wealth Advisors’s Dropbox DBX Stock Holding History

JFS Wealth 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
2026 Q2	$3.43K	Sell	125 -10	-7%	-$257	﹤0.01%	1432
2026 Q1	$3.07K	Sell	135 -95	-41%	-$2.41K	﹤0.01%	1380
2025 Q4	$6.39K	Buy	230 +56	+32%	+$1.63K	﹤0.01%	1142
2025 Q3	$5.26K	Sell	174 -1	-0.6%	-$29	﹤0.01%	1103
2025 Q2	$5K	Sell	175 -1	-0.6%	-$28	﹤0.01%	1090
2025 Q1	$4.7K	Buy	176 +3	+2%	+$87	﹤0.01%	1147
2024 Q4	$5.2K	Hold	173	–	–	﹤0.01%	1116
2024 Q3	$4.4K	Buy	173 +5	+3%	+$118	﹤0.01%	1171
2024 Q2	$3.77K	Hold	168	–	–	﹤0.01%	1177
2024 Q1	$4.08K	Sell	168 -24	-13%	-$672	﹤0.01%	1174
2023 Q4	$5.66K	Sell	192 -18	-9%	-$500	﹤0.01%	1006
2023 Q3	$5.72K	Buy	210 +42	+25%	+$1.15K	﹤0.01%	938
2023 Q2	$4.48K	Buy	168 +26	+18%	+$593	﹤0.01%	1053
2023 Q1	$3.07K	Sell	142 -54	-28%	-$1.18K	﹤0.01%	1196
2022 Q4	$4.39K	Sell	196 -8	-4%	-$176	﹤0.01%	1045
2022 Q3	$4K	Buy	204 +99	+94%	+$2.22K	﹤0.01%	1043
2022 Q2	$2K	Sell	105 -53	-34%	-$1.15K	﹤0.01%	1301
2022 Q1	$4K	Buy	158 +98	+163%	+$2.28K	﹤0.01%	1122
2021 Q4	$1K	Buy	+60	New	+$1.61K	﹤0.01%	1323

Other funds holding DBX

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return