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TFC Financial Management’s Dropbox DBX Stock Holding History

TFC Financial Management’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
2024
Q2 		– Sell
-670
Closed -$16.3K – 999
2024
Q1 		$16.3K Buy
670
+170
+34% +$4.76K ﹤0.01% 307
2023
Q4 		$14.7K Hold
500
– – ﹤0.01% 308
2023
Q3 		$13.6K Buy
+500
New +$13.6K ﹤0.01% 318

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFC Financial Management's DBX Position: Q2 2024 in Review

TFC Financial Management sold out of Dropbox (DBX) in Q2 2024, closing a stake of 670 shares — an estimated $16.3K sold.

TFC Financial Management first reported a position in DBX in Q3 2023 and held it in 3 quarters. The position peaked at $16.3K in Q1 2024. 430 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

  • TFC Financial Management reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
  • TFC Financial Management sold 670 Dropbox shares in Q2 2024, an estimated $16.3K.
  • TFC Financial Management first reported a position in Dropbox in Q3 2023 and held it in 3 quarters.
  • TFC Financial Management's Dropbox position peaked at $16.3K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on TFC Financial Management's 13F filing for Q2 2024, filed 23 Jul 2024.