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

Other funds holding DBX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SeaCrest Wealth Management's DBX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Dropbox (DBX) in Q3 2022, closing a stake of 1,075 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in DBX in Q1 2018 and held it in 6 quarters. The position peaked at $269K in Q2 2018. 429 funds tracked by Wall St. Rank hold DBX as of Q3 2022.

SeaCrest Wealth Management reported no remaining Dropbox position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,075 Dropbox shares in Q3 2022, an estimated $23K.
SeaCrest Wealth Management first reported a position in Dropbox in Q1 2018 and held it in 6 quarters.
SeaCrest Wealth Management's Dropbox position peaked at $269K in Q2 2018.
429 funds tracked by Wall St. Rank held Dropbox as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.