PFS
DBX icon

Prospera Financial Services’s Dropbox DBX Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-1,000
Closed -$21K – 1008
2022
Q2 		$21K Sell
1,000
-741
-43% -$16K ﹤0.01% 1194
2022
Q1 		$40K Buy
+1,741
New +$40.6K ﹤0.01% 1461
2020
Q4 		– Sell
-696
Closed -$13K – 865
2020
Q3 		$13K Buy
+696
New +$14.5K 0.01% 1027

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Prospera Financial Services's DBX Position: Q3 2022 in Review

Prospera Financial Services sold out of Dropbox (DBX) in Q3 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in DBX in Q3 2020 and held it in 3 quarters. The position peaked at $40K in Q1 2022. 429 funds tracked by Wall St. Rank hold DBX as of Q3 2022.

  • Prospera Financial Services reported no remaining Dropbox position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,000 Dropbox shares in Q3 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in Dropbox in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Dropbox position peaked at $40K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.