Avior Wealth Management’s Dropbox DBX Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-254	Closed	-$7.63K	–	1124
2024 Q4	$7.63K	Buy	+254	New	+$7.01K	﹤0.01%	1707
2024 Q1	–	Sell	-30	Closed	-$884	–	3839
2023 Q4	$884	Buy	+30	New	+$833	﹤0.01%	1387
2023 Q3	–	Sell	-185	Closed	-$5.04K	–	1611
2023 Q2	$4.93K	Buy	+185	New	+$4.22K	﹤0.01%	1172
2019 Q3	–	Sell	-100	Closed	-$3K	–	795
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	696
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	608
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	663
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	658
2018 Q2	$3K	Buy	+100	New	+$3.13K	﹤0.01%	684

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's DBX Position: Q1 2025 in Review

Avior Wealth Management sold out of Dropbox (DBX) in Q1 2025, closing a stake of 254 shares — an estimated $7.63K sold.

Avior Wealth Management first reported a position in DBX in Q2 2018 and held it in 8 quarters. The position peaked at $7.63K in Q4 2024. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

Avior Wealth Management reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 254 Dropbox shares in Q1 2025, an estimated $7.63K.
Avior Wealth Management first reported a position in Dropbox in Q2 2018 and held it in 8 quarters.
Avior Wealth Management's Dropbox position peaked at $7.63K in Q4 2024.
456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.