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West Coast Financial’s Dropbox DBX Stock Holding History

West Coast Financial’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
-232,989
Closed -$5.66M – 168
2024
Q1 		$5.66M Buy
232,989
+1,439
+0.6% +$40.3K 0.69% 44
2023
Q4 		$6.83M Sell
231,550
-5,939
-3% -$165K 0.9% 40
2023
Q3 		$6.47M Sell
237,489
-4,292
-2% -$117K 0.96% 34
2023
Q2 		$6.45M Buy
241,781
+4,031
+2% +$91.9K 0.91% 40
2023
Q1 		$5.14M Sell
237,750
-578
-0.2% -$12.7K 0.79% 52
2022
Q4 		$5.33M Buy
238,328
+608
+0.3% +$13.4K 0.9% 37
2022
Q3 		$4.93M Buy
237,720
+3,405
+1% +$76.3K 0.91% 37
2022
Q2 		$4.92M Sell
234,315
-2,893
-1% -$62.6K 0.87% 43
2022
Q1 		$5.51M Buy
237,208
+1,583
+0.7% +$36.9K 0.85% 47
2021
Q4 		$5.78M Sell
235,625
-3,963
-2% -$107K 0.83% 46
2021
Q3 		$7M Buy
239,588
+6,311
+3% +$196K 1.13% 32
2021
Q2 		$7.07M Buy
233,277
+114,716
+97% +$3.13M 1.15% 28
2021
Q1 		$3.16M Buy
+118,561
New +$2.85M 0.55% 50

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 $432B AUM 30.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Coast Financial's DBX Position: Q2 2024 in Review

West Coast Financial sold out of Dropbox (DBX) in Q2 2024, closing a stake of 232,989 shares — an estimated $5.66M sold.

West Coast Financial first reported a position in DBX in Q1 2021 and held it in 13 quarters. The position peaked at $7.07M in Q2 2021. 429 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

  • West Coast Financial reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
  • West Coast Financial sold 232,989 Dropbox shares in Q2 2024, an estimated $5.66M.
  • West Coast Financial first reported a position in Dropbox in Q1 2021 and held it in 13 quarters.
  • West Coast Financial's Dropbox position peaked at $7.07M in Q2 2021.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on West Coast Financial's 13F filing for Q2 2024, filed 22 Jul 2024.