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Sunbelt Securities’s Dropbox DBX Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-9,970
Closed -$271K – 1727
2023
Q3 		$271K Hold
9,970
– – 0.04% 425
2023
Q2 		$266K Sell
9,970
-210
-2% -$4.79K 0.04% 411
2023
Q1 		$214K Hold
10,180
– – 0.03% 420
2022
Q4 		$228K Hold
10,180
– – 0.04% 402
2022
Q3 		$211K Hold
10,180
– – 0.04% 397
2022
Q2 		$214K Buy
10,180
+1,150
+13% +$24.9K 0.05% 398
2022
Q1 		$214K Buy
+9,030
New +$210K 0.04% 427

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 $3.37T AUM 44.26% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's DBX Position: Q4 2023 in Review

Sunbelt Securities sold out of Dropbox (DBX) in Q4 2023, closing a stake of 9,970 shares — an estimated $271K sold.

Sunbelt Securities first reported a position in DBX in Q1 2022 and held it in 7 quarters. The position peaked at $271K in Q3 2023. 461 funds tracked by Wall St. Rank hold DBX as of Q4 2023.

  • Sunbelt Securities reported no remaining Dropbox position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 9,970 Dropbox shares in Q4 2023, an estimated $271K.
  • Sunbelt Securities first reported a position in Dropbox in Q1 2022 and held it in 7 quarters.
  • Sunbelt Securities's Dropbox position peaked at $271K in Q3 2023.
  • 461 funds tracked by Wall St. Rank held Dropbox as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.