Cerity Partners
DBX icon

Cerity Partners’s Dropbox DBX Stock Holding History

Cerity Partners’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
2026
Q1 		$2M Sell
88,205
-1,613
-2% -$41K ﹤0.01% 1492
2025
Q4 		$2.5M Sell
89,818
-103
-0.1% -$3K ﹤0.01% 1276
2025
Q3 		$2.72M Sell
89,921
-14,761
-14% -$422K ﹤0.01% 1144
2025
Q2 		$2.99M Buy
104,682
+38,179
+57% +$1.08M 0.01% 1039
2025
Q1 		$1.78M Sell
66,503
-37,792
-36% -$1.1M ﹤0.01% 1178
2024
Q4 		$3.12M Buy
104,295
+7,758
+8% +$214K 0.01% 914
2024
Q3 		$2.45M Buy
96,537
+16,917
+21% +$398K 0.01% 998
2024
Q2 		$1.79M Buy
79,620
+26
+0% +$594 ﹤0.01% 955
2024
Q1 		$1.93M Buy
79,594
+542
+0.7% +$15.2K 0.01% 986
2023
Q4 		$2.33M Buy
79,052
+565
+0.7% +$15.7K 0.01% 728
2023
Q3 		$2.14M Buy
+78,487
New +$2.14M 0.01% 575

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