Key Financial Inc’s Dropbox DBX Stock Holding History

Key Financial Inc’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	–	Sell	-100	Closed	-$2.43K	–	1352
2024 Q1	$2.43K	Hold	100	–	–	﹤0.01%	1079
2023 Q4	$2.95K	Hold	100	–	–	﹤0.01%	1048
2023 Q3	$2.72K	Hold	100	–	–	﹤0.01%	1068
2023 Q2	$2.67K	Hold	100	–	–	﹤0.01%	1127
2023 Q1	$2.16K	Hold	100	–	–	﹤0.01%	947
2022 Q4	$2.07K	Hold	100	–	–	﹤0.01%	946
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	937
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	926
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	915
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	813
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	753
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	731
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	640
2020 Q4	$2K	Buy	+100	New	+$2.04K	﹤0.01%	637
2020 Q2	–	Sell	-100	Closed	-$2K	–	203
2020 Q1	$2K	Buy	+100	New	+$1.82K	﹤0.01%	596

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's DBX Position: Q2 2024 in Review

Key Financial Inc sold out of Dropbox (DBX) in Q2 2024, closing a stake of 100 shares — an estimated $2.43K sold.

Key Financial Inc first reported a position in DBX in Q1 2020 and held it in 15 quarters. The position peaked at $3K in Q3 2021. 430 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

Key Financial Inc reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 100 Dropbox shares in Q2 2024, an estimated $2.43K.
Key Financial Inc first reported a position in Dropbox in Q1 2020 and held it in 15 quarters.
Key Financial Inc's Dropbox position peaked at $3K in Q3 2021.
430 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.