JPLA
DBX icon

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 $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