Baird Financial Group
DBX icon

Baird Financial Group’s Dropbox DBX Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-7,563
Closed -$223K – 1761
2023
Q4 		$223K Sell
7,563
-798
-10% -$22.2K ﹤0.01% 1612
2023
Q3 		$228K Buy
+8,361
New +$228K ﹤0.01% 1589
2022
Q3 		– Sell
-59,189
Closed -$1.24M – 1730
2022
Q2 		$1.24M Sell
59,189
-7,264
-11% -$157K ﹤0.01% 1002
2022
Q1 		$1.54M Buy
66,453
+1,165
+2% +$27.1K ﹤0.01% 988
2021
Q4 		$1.6M Buy
65,288
+11,020
+20% +$297K ﹤0.01% 1021
2021
Q3 		$1.59M Sell
54,268
-265
-0.5% -$8.23K ﹤0.01% 1023
2021
Q2 		$1.65M Buy
54,533
+1,810
+3% +$49.5K ﹤0.01% 1002
2021
Q1 		$1.41M Buy
+52,723
New +$1.27M ﹤0.01% 1008

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's DBX Position: Q1 2024 in Review

Baird Financial Group sold out of Dropbox (DBX) in Q1 2024, closing a stake of 7,563 shares — an estimated $223K sold.

Baird Financial Group first reported a position in DBX in Q1 2021 and held it in 8 quarters. The position peaked at $1.65M in Q2 2021. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

  • Baird Financial Group reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 7,563 Dropbox shares in Q1 2024, an estimated $223K.
  • Baird Financial Group first reported a position in Dropbox in Q1 2021 and held it in 8 quarters.
  • Baird Financial Group's Dropbox position peaked at $1.65M in Q2 2021.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.