SFP
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Sterling Financial Planning’s Dropbox DBX Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-50
Closed -$1K – 171
2021
Q3 		$1K Hold
50
– – ﹤0.01% 414
2021
Q2 		$2K Hold
50
– – ﹤0.01% 379
2021
Q1 		$1K Hold
50
– – ﹤0.01% 368
2020
Q4 		$1K Buy
+50
New +$1.02K ﹤0.01% 344

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sterling Financial Planning's DBX Position: Q4 2021 in Review

Sterling Financial Planning sold out of Dropbox (DBX) in Q4 2021, closing a stake of 50 shares — an estimated $1K sold.

Sterling Financial Planning first reported a position in DBX in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Sterling Financial Planning reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 50 Dropbox shares in Q4 2021, an estimated $1K.
  • Sterling Financial Planning first reported a position in Dropbox in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Dropbox position peaked at $2K in Q2 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.