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WR Wealth Planners’s Dropbox DBX Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-14
Closed -$315 – 1155
2024
Q2 		$315 Hold
14
– – ﹤0.01% 1080
2024
Q1 		$340 Buy
+14
New +$392 ﹤0.01% 1085
2023
Q4 		– Sell
-1,714
Closed -$46.7K – 335
2023
Q3 		$46.7K Hold
1,714
– – 0.02% 323
2023
Q2 		$45.7K Hold
1,714
– – 0.02% 328
2023
Q1 		$37.1K Buy
1,714
+1,700
+12,143% +$37.3K 0.02% 356
2022
Q4 		$313 Hold
14
– – ﹤0.01% 460
2022
Q3 		$290 Hold
14
– – ﹤0.01% 464
2022
Q2 		$294 Hold
14
– – ﹤0.01% 490
2022
Q1 		$326 Buy
+14
New +$326 ﹤0.01% 491

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's DBX Position: Q3 2024 in Review

WR Wealth Planners sold out of Dropbox (DBX) in Q3 2024, closing a stake of 14 shares — an estimated $315 sold.

WR Wealth Planners first reported a position in DBX in Q1 2022 and held it in 9 quarters. The position peaked at $46.7K in Q3 2023. 423 funds tracked by Wall St. Rank hold DBX as of Q3 2024.

  • WR Wealth Planners reported no remaining Dropbox position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 14 Dropbox shares in Q3 2024, an estimated $315.
  • WR Wealth Planners first reported a position in Dropbox in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Dropbox position peaked at $46.7K in Q3 2023.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.