OWA
DBX icon

One Wealth Advisors’s Dropbox DBX Stock Holding History

One Wealth 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
Q1 		– Sell
-9,961
Closed -$223K – 294
2022
Q4 		$223K Sell
9,961
-12,120
-55% -$267K 0.05% 172
2022
Q3 		$458K Buy
+22,081
New +$495K 0.15% 83
2019
Q2 		– Sell
-100
Closed -$2K – 201
2019
Q1 		$2K Buy
+100
New +$2.33K ﹤0.01% 475
2018
Q4 		– Sell
-100
Closed -$3K – 194
2018
Q3 		$3K Hold
100
– – ﹤0.01% 468
2018
Q2 		$3K Hold
100
– – ﹤0.01% 463
2018
Q1 		$3K Buy
+100
New +$3.02K ﹤0.01% 428

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return