AWM
DBX icon

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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