Sowell Financial Services’s Dropbox DBX Stock Holding History

Sowell Financial Services’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
2026 Q1	–	Sell	-7,736	Closed	-$215K	–	1136
2025 Q4	$215K	Buy	+7,736	New	+$225K	0.01%	996
2025 Q3	–	Sell	-10,724	Closed	-$307K	–	1089
2025 Q2	$307K	Sell	10,724 -589	-5%	-$16.7K	0.01%	777
2025 Q1	$302K	Buy	+11,313	New	+$329K	0.01%	761
2022 Q3	–	Sell	-22,742	Closed	-$477K	–	413
2022 Q2	$477K	Buy	+22,742	New	+$492K	0.04%	225
2021 Q2	–	Sell	-2,079	Closed	-$51K	–	1032
2021 Q1	$51K	Sell	2,079 -1,211	-37%	-$29.1K	﹤0.01%	1649
2020 Q4	$73K	Sell	3,290 -3,563	-52%	-$72.6K	﹤0.01%	1270
2020 Q3	$132K	Sell	6,853 -2,048	-23%	-$42.6K	0.01%	877
2020 Q2	$194K	Buy	8,901 +8,670	+3,753%	+$183K	0.01%	735
2020 Q1	$4K	Hold	231	–	–	﹤0.01%	1879
2019 Q4	$4K	Hold	231	–	–	﹤0.01%	1959
2019 Q3	$5K	Buy	+231	New	+$4.92K	﹤0.01%	1753

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LSV Asset Management

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Arrowstreet Capital

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Renaissance Technologies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management

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