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Claris Advisors’s Dropbox DBX Stock Holding History

Claris 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
-10
Closed -$254 – 341
2024
Q3 		$254 Buy
+10
New +$235 ﹤0.01% 889

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

Claris Advisors's DBX Position: Q4 2024 in Review

Claris Advisors sold out of Dropbox (DBX) in Q4 2024, closing a stake of 10 shares — an estimated $254 sold.

Claris Advisors first reported a position in DBX in Q3 2024 and held it in 1 quarter. The position peaked at $254 in Q3 2024. 453 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Claris Advisors reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 10 Dropbox shares in Q4 2024, an estimated $254.
  • Claris Advisors first reported a position in Dropbox in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Dropbox position peaked at $254 in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.