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 $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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