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DBX icon

Addison Advisors’s Dropbox DBX Stock Holding History

Addison 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
2024
Q4 		– Sell
-38
Closed -$967 – 846
2024
Q3 		$967 Hold
38
– – ﹤0.01% 774
2024
Q2 		$854 Hold
38
– – ﹤0.01% 725
2024
Q1 		$924 Hold
38
– – ﹤0.01% 649
2023
Q4 		$1.12K Hold
38
– – ﹤0.01% 653
2023
Q3 		$1.03K Buy
+38
New +$1.04K ﹤0.01% 614

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 $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Addison Advisors's DBX Position: Q4 2024 in Review

Addison Advisors sold out of Dropbox (DBX) in Q4 2024, closing a stake of 38 shares — an estimated $967 sold.

Addison Advisors first reported a position in DBX in Q3 2023 and held it in 5 quarters. The position peaked at $1.12K in Q4 2023. 454 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Addison Advisors reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
  • Addison Advisors sold 38 Dropbox shares in Q4 2024, an estimated $967.
  • Addison Advisors first reported a position in Dropbox in Q3 2023 and held it in 5 quarters.
  • Addison Advisors's Dropbox position peaked at $1.12K in Q4 2023.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.