San Luis Wealth Advisors’s Dropbox DBX Stock Holding History

San Luis 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
2022 Q2	–	Sell	-550	Closed	-$13K	–	159
2022 Q1	$13K	Buy	+550	New	+$12.8K	0.01%	342

Other funds holding DBX

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

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

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

PAMS

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

San Luis Wealth Advisors's DBX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Dropbox (DBX) in Q2 2022, closing a stake of 550 shares — an estimated $13K sold.

San Luis Wealth Advisors first reported a position in DBX in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 437 funds tracked by Wall St. Rank hold DBX as of Q2 2022.

San Luis Wealth Advisors reported no remaining Dropbox position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 550 Dropbox shares in Q2 2022, an estimated $13K.
San Luis Wealth Advisors first reported a position in Dropbox in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Dropbox position peaked at $13K in Q1 2022.
437 funds tracked by Wall St. Rank held Dropbox as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.