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Capital Performance Advisors’s Dropbox DBX Stock Holding History

Capital Performance 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
Q4 		– Sell
-1,085
Closed -$27.6K – 813
2024
Q3 		$27.6K Buy
+1,085
New +$25.5K 0.01% 509

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Capital Performance Advisors's DBX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dropbox (DBX) in Q4 2024, closing a stake of 1,085 shares — an estimated $27.6K sold.

Capital Performance Advisors first reported a position in DBX in Q3 2024 and held it in 1 quarter. The position peaked at $27.6K in Q3 2024. 453 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,085 Dropbox shares in Q4 2024, an estimated $27.6K.
  • Capital Performance Advisors first reported a position in Dropbox in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dropbox position peaked at $27.6K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.