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V Wealth Advisors’s Dropbox DBX Stock Holding History

V 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
2022
Q2 		– Sell
-14,400
Closed -$335K – 418
2022
Q1 		$335K Sell
14,400
-3,500
-20% -$81.6K 0.05% 328
2021
Q4 		$439K Sell
17,900
-500
-3% -$13.5K 0.06% 281
2021
Q3 		$538K Hold
18,400
– – 0.08% 256
2021
Q2 		$558K Sell
18,400
-1,500
-8% -$41K 0.09% 250
2021
Q1 		$531K Sell
19,900
-1,100
-5% -$26.5K 0.1% 240
2020
Q4 		$466K Hold
21,000
– – 0.1% 220
2020
Q3 		$404K Buy
+21,000
New +$437K 0.28% 92

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

V Wealth Advisors's DBX Position: Q2 2022 in Review

V Wealth Advisors sold out of Dropbox (DBX) in Q2 2022, closing a stake of 14,400 shares — an estimated $335K sold.

V Wealth Advisors first reported a position in DBX in Q3 2020 and held it in 7 quarters. The position peaked at $558K in Q2 2021. 437 funds tracked by Wall St. Rank hold DBX as of Q2 2022.

  • V Wealth Advisors reported no remaining Dropbox position as of Q2 2022 after selling out during the quarter.
  • V Wealth Advisors sold 14,400 Dropbox shares in Q2 2022, an estimated $335K.
  • V Wealth Advisors first reported a position in Dropbox in Q3 2020 and held it in 7 quarters.
  • V Wealth Advisors's Dropbox position peaked at $558K in Q2 2021.
  • 437 funds tracked by Wall St. Rank held Dropbox as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.