AIM
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Aspen Investment Management’s Dropbox DBX Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-8,875
Closed -$262K – 155
2023
Q4 		$262K Buy
+8,875
New +$246K 0.15% 125

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State Street
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Renaissance Technologies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspen Investment Management's DBX Position: Q1 2024 in Review

Aspen Investment Management sold out of Dropbox (DBX) in Q1 2024, closing a stake of 8,875 shares — an estimated $262K sold.

Aspen Investment Management first reported a position in DBX in Q4 2023 and held it in 1 quarter. The position peaked at $262K in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

  • Aspen Investment Management reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
  • Aspen Investment Management sold 8,875 Dropbox shares in Q1 2024, an estimated $262K.
  • Aspen Investment Management first reported a position in Dropbox in Q4 2023 and held it in 1 quarter.
  • Aspen Investment Management's Dropbox position peaked at $262K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Aspen Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.