WFC
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Western Financial Corp’s Dropbox DBX Stock Holding History

Western Financial Corp’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
2021
Q4 		– Sell
-40,040
Closed -$1.17M – 89
2021
Q3 		$1.17M Buy
40,040
+2,308
+6% +$71.7K 0.69% 28
2021
Q2 		$1.14M Buy
37,732
+6,403
+20% +$175K 0.62% 28
2021
Q1 		$835K Buy
+31,329
New +$754K 0.51% 36

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Western Financial Corp's DBX Position: Q4 2021 in Review

Western Financial Corp sold out of Dropbox (DBX) in Q4 2021, closing a stake of 40,040 shares — an estimated $1.17M sold.

Western Financial Corp first reported a position in DBX in Q1 2021 and held it in 3 quarters. The position peaked at $1.17M in Q3 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Western Financial Corp reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Western Financial Corp sold 40,040 Dropbox shares in Q4 2021, an estimated $1.17M.
  • Western Financial Corp first reported a position in Dropbox in Q1 2021 and held it in 3 quarters.
  • Western Financial Corp's Dropbox position peaked at $1.17M in Q3 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Western Financial Corp's 13F filing for Q4 2021, filed 19 Jan 2022.