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Atria Wealth Solutions’s Dropbox DBX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-10,069
Closed -$245K – 1956
2024
Q1 		$245K Buy
10,069
+144
+1% +$4.04K ﹤0.01% 1696
2023
Q4 		$293K Sell
9,925
-1,060
-10% -$29.4K ﹤0.01% 1522
2023
Q3 		$299K Sell
10,985
-752
-6% -$20.5K ﹤0.01% 1421
2023
Q2 		$313K Buy
+11,737
New +$268K ﹤0.01% 1412
2022
Q2 		– Sell
-8,638
Closed -$201K – 1685
2022
Q1 		$201K Buy
+8,638
New +$201K ﹤0.01% 1595

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Wealth Solutions's DBX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Dropbox (DBX) in Q2 2024, closing a stake of 10,069 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in DBX in Q1 2022 and held it in 5 quarters. The position peaked at $313K in Q2 2023. 429 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,069 Dropbox shares in Q2 2024, an estimated $245K.
  • Atria Wealth Solutions first reported a position in Dropbox in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Dropbox position peaked at $313K in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.