Baird Financial Group’s Dropbox DBX Stock Holding History

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

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.