Clay Northam Wealth Management’s Dropbox DBX Stock Holding History

Clay Northam Wealth Management’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
2025 Q1	–	Sell	-6,855	Closed	-$206K	–	92
2024 Q4	$206K	Buy	+6,855	New	+$189K	0.13%	87
2024 Q2	–	Sell	-8,955	Closed	-$218K	–	89
2024 Q1	$218K	Sell	8,955 -900	-9%	-$25.2K	0.18%	85
2023 Q4	$291K	Hold	9,855	–	–	0.26%	58
2023 Q3	$268K	Hold	9,855	–	–	0.27%	57
2023 Q2	$263K	Hold	9,855	–	–	0.25%	62
2023 Q1	$213K	Hold	9,855	–	–	0.22%	73
2022 Q4	$221K	Sell	9,855 -100	-1%	-$2.2K	0.25%	66
2022 Q3	$206K	Sell	9,955 -1,200	-11%	-$26.9K	0.26%	74
2022 Q2	$234K	Sell	11,155 -125	-1%	-$2.7K	0.29%	65
2022 Q1	$262K	Sell	11,280 -520	-4%	-$12.1K	0.27%	66
2021 Q4	$290K	Buy	+11,800	New	+$318K	0.27%	69

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clay Northam Wealth Management's DBX Position: Q1 2025 in Review

Clay Northam Wealth Management sold out of Dropbox (DBX) in Q1 2025, closing a stake of 6,855 shares — an estimated $206K sold.

Clay Northam Wealth Management first reported a position in DBX in Q4 2021 and held it in 11 quarters. The position peaked at $291K in Q4 2023. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

Clay Northam Wealth Management reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
Clay Northam Wealth Management sold 6,855 Dropbox shares in Q1 2025, an estimated $206K.
Clay Northam Wealth Management first reported a position in Dropbox in Q4 2021 and held it in 11 quarters.
Clay Northam Wealth Management's Dropbox position peaked at $291K in Q4 2023.
456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on Clay Northam Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.