SWA
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SOA Wealth Advisors’s Dropbox DBX Stock Holding History

SOA 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
2023
Q2 		– Sell
-200
Closed -$4.32K – 949
2023
Q1 		$4.32K Hold
200
– – ﹤0.01% 639
2022
Q4 		$4.48K Hold
200
– – ﹤0.01% 639
2022
Q3 		$4K Sell
200
-10
-5% -$224 ﹤0.01% 622
2022
Q2 		$4K Buy
210
+10
+5% +$216 ﹤0.01% 610
2022
Q1 		$4K Hold
200
– – ﹤0.01% 709
2021
Q4 		$4K Buy
+200
New +$5.38K ﹤0.01% 687

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's DBX Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Dropbox (DBX) in Q2 2023, closing a stake of 200 shares — an estimated $4.32K sold.

SOA Wealth Advisors first reported a position in DBX in Q4 2021 and held it in 6 quarters. The position peaked at $4.48K in Q4 2022. 446 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Dropbox shares in Q2 2023, an estimated $4.32K.
  • SOA Wealth Advisors first reported a position in Dropbox in Q4 2021 and held it in 6 quarters.
  • SOA Wealth Advisors's Dropbox position peaked at $4.48K in Q4 2022.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.