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Steward Financial Group’s Dropbox DBX Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+164
New +$4.47K ﹤0.01% 707
2023
Q2 		– Sell
-141
Closed -$3K – 592
2023
Q1 		$3K Buy
141
+84
+147% +$1.84K ﹤0.01% 401
2022
Q4 		$1K Buy
+57
New +$1.25K ﹤0.01% 405
2022
Q3 		– Sell
-96
Closed -$2K – 399
2022
Q2 		$2K Buy
+96
New +$2.08K ﹤0.01% 533

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Steward Financial Group's DBX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dropbox (DBX) in Q3 2023: 164 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DBX as recently as Q1 2023.

Steward Financial Group first reported a position in DBX in Q2 2022 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

  • Steward Financial Group held 164 shares of Dropbox worth $4K as of Q3 2023.
  • Dropbox was a new Steward Financial Group position in Q3 2023.
  • Dropbox made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #707 holding.
  • Steward Financial Group first reported a position in Dropbox in Q2 2022 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.