SYSTM Wealth Solutions’s Dropbox DBX Stock Holding History

SYSTM Wealth Solutions’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 Q1	–	Sell	-24,337	Closed	-$545K	–	482
2022 Q4	$545K	Buy	+24,337	New	+$535K	0.07%	329

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SYSTM Wealth Solutions's DBX Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of Dropbox (DBX) in Q1 2023, closing a stake of 24,337 shares — an estimated $545K sold.

SYSTM Wealth Solutions first reported a position in DBX in Q4 2022 and held it in 1 quarter. The position peaked at $545K in Q4 2022. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2023.

SYSTM Wealth Solutions reported no remaining Dropbox position as of Q1 2023 after selling out during the quarter.
SYSTM Wealth Solutions sold 24,337 Dropbox shares in Q1 2023, an estimated $545K.
SYSTM Wealth Solutions first reported a position in Dropbox in Q4 2022 and held it in 1 quarter.
SYSTM Wealth Solutions's Dropbox position peaked at $545K in Q4 2022.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.