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B. Riley Wealth Advisors’s Dropbox DBX Stock Holding History

B. Riley Wealth Advisors’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
-16,936
Closed -$461K – 1439
2024
Q1 		$461K Sell
16,936
-1,642
-9% -$46K 0.01% 831
2023
Q4 		$548K Buy
18,578
+1,642
+10% +$45.6K 0.01% 762
2023
Q3 		$461K Buy
+16,936
New +$462K 0.01% 831
2018
Q4 		– Sell
-9,425
Closed -$253K – 677
2018
Q3 		$253K Buy
+9,425
New +$272K 0.03% 555

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

B. Riley Wealth Advisors's DBX Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Dropbox (DBX) in Q2 2024, closing a stake of 16,936 shares — an estimated $461K sold.

B. Riley Wealth Advisors first reported a position in DBX in Q3 2018 and held it in 4 quarters. The position peaked at $548K in Q4 2023. 429 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,936 Dropbox shares in Q2 2024, an estimated $461K.
  • B. Riley Wealth Advisors first reported a position in Dropbox in Q3 2018 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Dropbox position peaked at $548K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.