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Wipfli Financial Advisors’s Dropbox DBX Stock Holding History

Wipfli Financial 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
Q3 		$16K Buy
+757
New +$17K ﹤0.01% 1650

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wipfli Financial Advisors's DBX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dropbox (DBX) in Q3 2022: 757 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1650 among its holdings.

429 funds tracked by Wall St. Rank hold DBX as of Q3 2022.

  • Wipfli Financial Advisors held 757 shares of Dropbox worth $16K as of Q3 2022.
  • Dropbox was a new Wipfli Financial Advisors position in Q3 2022.
  • Dropbox made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1650 holding.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.