Next Financial Group’s Dropbox DBX Stock Holding History

Next Financial Group’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	$12K	Buy	500 +355	+245%	+$9.55K	﹤0.01%	2106
2021 Q3	$4K	Sell	145 -5	-3%	-$155	﹤0.01%	2306
2021 Q2	$5K	Sell	150 -190	-56%	-$5.19K	﹤0.01%	2184
2021 Q1	$9K	Sell	340 -100	-23%	-$2.41K	﹤0.01%	1905
2020 Q4	$10K	Sell	440 -4,593	-91%	-$93.5K	﹤0.01%	1775
2020 Q3	$97K	Buy	+5,033	New	+$105K	0.01%	871
2020 Q1	–	Sell	-323	Closed	-$6K	–	2175
2019 Q4	$6K	Sell	323 -50	-13%	-$942	﹤0.01%	1908
2019 Q3	$8K	Hold	373	–	–	﹤0.01%	1764
2019 Q2	$9K	Buy	373 +123	+49%	+$2.84K	﹤0.01%	1712
2019 Q1	$5K	Sell	250 -123	-33%	-$2.86K	﹤0.01%	1244
2018 Q4	$8K	Buy	373 +123	+49%	+$2.83K	﹤0.01%	1403
2018 Q3	$7K	Buy	+250	New	+$7.22K	﹤0.01%	1083

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

Next Financial Group's DBX Position: Q4 2021 in Review

Next Financial Group increased its Dropbox (DBX) stake by 245% in Q4 2021, buying an estimated $9.55K and bringing the position to 500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Next Financial Group first reported a position in DBX in Q3 2018 and has held it in 12 quarters since. The position peaked at $97K in Q3 2020. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

Next Financial Group held 500 shares of Dropbox worth $12K as of Q4 2021.
Next Financial Group bought 355 Dropbox shares in Q4 2021, an estimated $9.55K.
Dropbox made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2106 holding.
Next Financial Group first reported a position in Dropbox in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's Dropbox position peaked at $97K in Q3 2020.
467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.