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Valley Wealth Managers’s Dropbox DBX Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-10,937
Closed -$268K – 187
2021
Q4 		$268K Buy
10,937
+1,575
+17% +$42.4K 0.02% 174
2021
Q3 		$274K Buy
9,362
+727
+8% +$22.6K 0.02% 161
2021
Q2 		$262K Buy
+8,635
New +$236K 0.02% 163

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley Wealth Managers's DBX Position: Q1 2022 in Review

Valley Wealth Managers sold out of Dropbox (DBX) in Q1 2022, closing a stake of 10,937 shares — an estimated $268K sold.

Valley Wealth Managers first reported a position in DBX in Q2 2021 and held it in 3 quarters. The position peaked at $274K in Q3 2021. 480 funds tracked by Wall St. Rank hold DBX as of Q1 2022.

  • Valley Wealth Managers reported no remaining Dropbox position as of Q1 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 10,937 Dropbox shares in Q1 2022, an estimated $268K.
  • Valley Wealth Managers first reported a position in Dropbox in Q2 2021 and held it in 3 quarters.
  • Valley Wealth Managers's Dropbox position peaked at $274K in Q3 2021.
  • 480 funds tracked by Wall St. Rank held Dropbox as of Q1 2022.

Based on Valley Wealth Managers's 13F filing for Q1 2022, filed 2 May 2022.