JPLA
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Joseph P. Lucia & Associates’s Dropbox DBX Stock Holding History

Joseph P. Lucia & Associates’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 – – 175
2022
Q2 		$0 Hold
10
– – ﹤0.01% 455
2022
Q1 		$0 Buy
+10
New +$233 ﹤0.01% 452
2021
Q4 		– Sell
-10
Closed – – 219
2021
Q3 		$0 Sell
10
-100
-91% -$3.11K ﹤0.01% 591
2021
Q2 		$3K Sell
110
-200
-65% -$5.46K ﹤0.01% 483
2021
Q1 		$8K Sell
310
-3,760
-92% -$90.5K ﹤0.01% 378
2020
Q4 		$90K Buy
+4,070
New +$82.9K 0.06% 156
2020
Q3 		– Sell
-5,740
Closed -$125K – 162
2020
Q2 		$125K Buy
+5,740
New +$121K 0.11% 117

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $72.6B AUM 54.88% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Joseph P. Lucia & Associates's DBX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Dropbox (DBX) in Q3 2022, closing a stake of 10 shares.

Joseph P. Lucia & Associates first reported a position in DBX in Q2 2020 and held it in 7 quarters. The position peaked at $125K in Q2 2020. 429 funds tracked by Wall St. Rank hold DBX as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Dropbox position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10 Dropbox shares in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Dropbox in Q2 2020 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's Dropbox position peaked at $125K in Q2 2020.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.