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Resurgent Financial Advisors’s Dropbox DBX Stock Holding History

Resurgent Financial 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
-3,956
Closed -$88.5K – 519
2022
Q4 		$88.5K Buy
+3,956
New +$87K 0.05% 325

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
Renaissance Technologies
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Resurgent Financial Advisors's DBX Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Dropbox (DBX) in Q1 2023, closing a stake of 3,956 shares — an estimated $88.5K sold.

Resurgent Financial Advisors first reported a position in DBX in Q4 2022 and held it in 1 quarter. The position peaked at $88.5K in Q4 2022. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Dropbox position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 3,956 Dropbox shares in Q1 2023, an estimated $88.5K.
  • Resurgent Financial Advisors first reported a position in Dropbox in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Dropbox position peaked at $88.5K in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2023.

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