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SeaCrest Wealth Management’s Dropbox DBX Stock Holding History

SeaCrest Wealth Management’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
-1,075
Closed -$23K – 825
2022
Q2 		$23K Buy
+1,075
New +$23.3K ﹤0.01% 1430
2019
Q2 		– Sell
-2,250
Closed -$49K – 818
2019
Q1 		$49K Sell
2,250
-650
-22% -$15.1K 0.01% 944
2018
Q4 		$59K Sell
2,900
-7,060
-71% -$163K 0.01% 837
2018
Q3 		$267K Buy
9,960
+1,660
+20% +$48K 0.05% 420
2018
Q2 		$269K Buy
8,300
+7,500
+938% +$235K 0.05% 403
2018
Q1 		$25K Buy
+800
New +$24.2K ﹤0.01% 1239

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return