Juncture Wealth Strategies’s Dropbox DBX Stock Holding History

Juncture Wealth Strategies’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
2021 Q4	–	Sell	-7,647	Closed	-$223K	–	131
2021 Q3	$223K	Buy	+7,647	New	+$237K	0.12%	108

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Juncture Wealth Strategies's DBX Position: Q4 2021 in Review

Juncture Wealth Strategies sold out of Dropbox (DBX) in Q4 2021, closing a stake of 7,647 shares — an estimated $223K sold.

Juncture Wealth Strategies first reported a position in DBX in Q3 2021 and held it in 1 quarter. The position peaked at $223K in Q3 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

Juncture Wealth Strategies reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
Juncture Wealth Strategies sold 7,647 Dropbox shares in Q4 2021, an estimated $223K.
Juncture Wealth Strategies first reported a position in Dropbox in Q3 2021 and held it in 1 quarter.
Juncture Wealth Strategies's Dropbox position peaked at $223K in Q3 2021.
467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Juncture Wealth Strategies's 13F filing for Q4 2021, filed 19 Jan 2022.