Kingswood Wealth Advisors’s Dropbox DBX Stock Holding History

Kingswood Wealth Advisors’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
2023 Q4	–	Sell	-2,263	Closed	-$61.6K	–	649
2023 Q3	$61.6K	Buy	+2,263	New	+$61.7K	0.01%	407

Other funds holding DBX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's DBX Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Dropbox (DBX) in Q4 2023, closing a stake of 2,263 shares — an estimated $61.6K sold.

Kingswood Wealth Advisors first reported a position in DBX in Q3 2023 and held it in 1 quarter. The position peaked at $61.6K in Q3 2023. 461 funds tracked by Wall St. Rank hold DBX as of Q4 2023.

Kingswood Wealth Advisors reported no remaining Dropbox position as of Q4 2023 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,263 Dropbox shares in Q4 2023, an estimated $61.6K.
Kingswood Wealth Advisors first reported a position in Dropbox in Q3 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's Dropbox position peaked at $61.6K in Q3 2023.
461 funds tracked by Wall St. Rank held Dropbox as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.