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Turtle Creek Wealth Advisors’s Dropbox DBX Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-315
Closed -$9.29K – 348
2023
Q4 		$9.29K Buy
+315
New +$8.75K ﹤0.01% 558

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's DBX Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Dropbox (DBX) in Q1 2024, closing a stake of 315 shares — an estimated $9.29K sold.

Turtle Creek Wealth Advisors first reported a position in DBX in Q4 2023 and held it in 1 quarter. The position peaked at $9.29K in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 315 Dropbox shares in Q1 2024, an estimated $9.29K.
  • Turtle Creek Wealth Advisors first reported a position in Dropbox in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Dropbox position peaked at $9.29K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.