Loring Wolcott & Coolidge Fiduciary Advisors’s Dropbox DBX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q1	–	Sell	-200	Closed	-$6.34K	–	571
2023 Q4	$6.34K	Hold	200	–	–	﹤0.01%	514
2023 Q3	$5.29K	Hold	200	–	–	﹤0.01%	548
2023 Q2	$5.33K	Hold	200	–	–	﹤0.01%	570
2023 Q1	$4.32K	Hold	200	–	–	﹤0.01%	552
2022 Q4	$4.48K	Hold	200	–	–	﹤0.01%	537
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	555
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	584
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	587
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	650
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	641
2021 Q2	$6K	Buy	+200	New	+$5.46K	﹤0.01%	712
2021 Q1	–	Sell	-200	Closed	-$4K	–	400
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	706
2020 Q3	$4K	Sell	200 -100	-33%	-$2.08K	﹤0.01%	550
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	517
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	577
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	608
2019 Q3	$6K	Sell	300 -700	-70%	-$14.9K	﹤0.01%	597
2019 Q2	$25K	Buy	1,000 +100	+11%	+$2.31K	﹤0.01%	490
2019 Q1	$20K	Sell	900 -4,000	-82%	-$93.1K	﹤0.01%	524
2018 Q4	$100K	Hold	4,900	–	–	﹤0.01%	320
2018 Q3	$131K	Buy	4,900 +700	+17%	+$20.2K	﹤0.01%	317
2018 Q2	$136K	Hold	4,200	–	–	﹤0.01%	317
2018 Q1	$131K	Buy	+4,200	New	+$127K	﹤0.01%	332

Other funds holding DBX

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

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

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's DBX Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Dropbox (DBX) in Q1 2024, closing a stake of 200 shares — an estimated $6.34K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DBX in Q1 2018 and held it in 23 quarters. The position peaked at $136K in Q2 2018. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Dropbox shares in Q1 2024, an estimated $6.34K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dropbox in Q1 2018 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Dropbox position peaked at $136K in Q2 2018.
446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.