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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

One Wealth Advisors's DBX Position: Q1 2023 in Review

One Wealth Advisors sold out of Dropbox (DBX) in Q1 2023, closing a stake of 9,961 shares — an estimated $223K sold.

One Wealth Advisors first reported a position in DBX in Q1 2018 and held it in 6 quarters. The position peaked at $458K in Q3 2022. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2023.

One Wealth Advisors reported no remaining Dropbox position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 9,961 Dropbox shares in Q1 2023, an estimated $223K.
One Wealth Advisors first reported a position in Dropbox in Q1 2018 and held it in 6 quarters.
One Wealth Advisors's Dropbox position peaked at $458K in Q3 2022.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.