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LFAS
Level Four Advisory Services’s
Dropbox
DBX
Stock Holding History
Level Four Advisory Services’s Portfolio
DBX Stock Details
DBX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-192,250
Closed
-$4.97M
–
763
2024
Q3
$4.97M
Buy
192,250
+4,163
+2%
+$97.9K
0.21%
141
2024
Q2
$4.23M
Buy
188,087
+23,568
+14%
+$539K
0.19%
156
2024
Q1
$4.85M
Buy
164,519
+13,508
+9%
+$378K
0.27%
97
2023
Q4
$4.45M
Sell
151,011
-3,849
-2%
-$107K
0.25%
108
2023
Q3
$4.22M
Buy
154,860
+3,230
+2%
+$88K
0.27%
97
2023
Q2
$4.04M
Buy
151,630
+2,237
+1%
+$51K
0.24%
102
2023
Q1
$3.23M
Buy
149,393
+27,363
+22%
+$600K
0.21%
118
2022
Q4
$2.73M
Sell
122,030
-45,134
-27%
-$993K
0.2%
122
2022
Q3
$3.46M
Sell
167,164
-12,287
-7%
-$275K
0.34%
81
2022
Q2
$3.77M
Buy
179,451
+7,027
+4%
+$152K
0.36%
75
2022
Q1
$4.01M
Buy
172,424
+10,575
+7%
+$246K
0.31%
86
2021
Q4
$3.97M
Buy
+161,849
New
+$4.36M
0.3%
89
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1-Year Est. Return
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$23.8B AUM
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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