Safeguard Financial’s Dropbox DBX Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-250	Closed	-$6K	–	173
2023 Q2	$6K	Buy	+250	New	+$5.7K	﹤0.01%	372

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Safeguard Financial's DBX Position: Q3 2023 in Review

Safeguard Financial sold out of Dropbox (DBX) in Q3 2023, closing a stake of 250 shares — an estimated $6K sold.

Safeguard Financial first reported a position in DBX in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

Safeguard Financial reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 250 Dropbox shares in Q3 2023, an estimated $6K.
Safeguard Financial first reported a position in Dropbox in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Dropbox position peaked at $6K in Q2 2023.
460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.