Koss-Olinger Consulting’s Dropbox DBX Stock Holding History

Koss-Olinger Consulting’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	-10,000	Closed	-$292K	–	229
2021 Q3	$292K	Sell	10,000 -25,000	-71%	-$776K	0.05%	176
2021 Q2	$1.06M	Sell	35,000 -25,000	-42%	-$683K	0.16%	78
2021 Q1	$1.6M	Buy	+60,000	New	+$1.44M	0.27%	37

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

Koss-Olinger Consulting's DBX Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of Dropbox (DBX) in Q4 2021, closing a stake of 10,000 shares — an estimated $292K sold.

Koss-Olinger Consulting first reported a position in DBX in Q1 2021 and held it in 3 quarters. The position peaked at $1.6M in Q1 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

Koss-Olinger Consulting reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
Koss-Olinger Consulting sold 10,000 Dropbox shares in Q4 2021, an estimated $292K.
Koss-Olinger Consulting first reported a position in Dropbox in Q1 2021 and held it in 3 quarters.
Koss-Olinger Consulting's Dropbox position peaked at $1.6M in Q1 2021.
467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.