OIA
DBX icon

Optimum Investment Advisors’s Dropbox DBX Stock Holding History

Optimum 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
2024
Q1 		– Sell
-20
Closed -$590 – 648
2023
Q4 		$590 Hold
20
– – ﹤0.01% 614
2023
Q3 		$545 Hold
20
– – ﹤0.01% 678
2023
Q2 		$533 Hold
20
– – ﹤0.01% 679
2023
Q1 		$432 Hold
20
– – ﹤0.01% 713
2022
Q4 		$448 Hold
20
– – ﹤0.01% 736
2022
Q3 		$0 Sell
20
-228
-92% -$5.11K ﹤0.01% 828
2022
Q2 		$5K Buy
248
+228
+1,140% +$4.93K ﹤0.01% 671
2022
Q1 		$0 Sell
20
-30
-60% -$699 ﹤0.01% 850
2021
Q4 		$1K Hold
50
– – ﹤0.01% 800
2021
Q3 		$1K Hold
50
– – ﹤0.01% 810
2021
Q2 		$2K Sell
50
-10
-17% -$273 ﹤0.01% 860
2021
Q1 		$2K Hold
60
– – ﹤0.01% 864
2020
Q4 		$1K Hold
60
– – ﹤0.01% 852
2020
Q3 		$1K Buy
+60
New +$1.25K ﹤0.01% 844
2019
Q4 		– Sell
-277
Closed -$6K – 955
2019
Q3 		$6K Hold
277
– – ﹤0.01% 859
2019
Q2 		$7K Sell
277
-250
-47% -$5.78K ﹤0.01% 817
2019
Q1 		$11K Hold
527
– – ﹤0.01% 787
2018
Q4 		$11K Sell
527
-700
-57% -$16.1K ﹤0.01% 743
2018
Q3 		$33K Buy
1,227
+727
+145% +$21K 0.01% 627
2018
Q2 		$16K Buy
+500
New +$15.6K ﹤0.01% 774

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return