AW
DBX icon

Avion Wealth’s Dropbox DBX Stock Holding History

Avion Wealth’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
2026
Q1 		$1K Buy
84
+27
+47% +$686 ﹤0.01% 1003
2025
Q4 		$1K Sell
57
-2
-3% -$58 ﹤0.01% 1002
2025
Q3 		$1K Buy
59
+37
+168% +$1.06K ﹤0.01% 989
2025
Q2 		$0 Sell
22
-984
-98% -$27.9K ﹤0.01% 1262
2025
Q1 		$30K Hold
1,006
– – 0.01% 245
2024
Q4 		$30K Buy
1,006
+984
+4,473% +$27.2K 0.01% 245
2024
Q3 		$0 Hold
22
– – ﹤0.01% 1072
2024
Q2 		$0 Buy
+22
New +$503 ﹤0.01% 984
2023
Q4 		– Sell
-26
Closed – – 1124
2023
Q3 		$0 Hold
26
– – ﹤0.01% 875
2023
Q2 		$0 Buy
26
+5
+24% +$114 ﹤0.01% 774
2023
Q1 		$0 Buy
+21
New +$461 ﹤0.01% 578

Other funds holding DBX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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