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Milestone Investment Advisors’s Dropbox DBX Stock Holding History

Milestone Investment 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
-20
Closed -$545 – 203
2023
Q3 		$545 Buy
+20
New +$545 ﹤0.01% 433
2023
Q2 		– Sell
-20
Closed -$433 – 198
2023
Q1 		$433 Buy
+20
New +$439 ﹤0.01% 435

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Investment Advisors's DBX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Dropbox (DBX) in Q4 2023, closing a stake of 20 shares — an estimated $545 sold.

Milestone Investment Advisors first reported a position in DBX in Q1 2023 and held it in 2 quarters. The position peaked at $545 in Q3 2023. 461 funds tracked by Wall St. Rank hold DBX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Dropbox position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 20 Dropbox shares in Q4 2023, an estimated $545.
  • Milestone Investment Advisors first reported a position in Dropbox in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Dropbox position peaked at $545 in Q3 2023.
  • 461 funds tracked by Wall St. Rank held Dropbox as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.