Corient Private Wealth
DBX icon

Corient Private Wealth’s Dropbox DBX Stock Holding History

Corient Private Wealth’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 		$1.18M Sell
53,335
-147,059
-73% -$3.74M ﹤0.01% 1559
2025
Q4 		$3.31M Buy
200,394
+177,340
+769% +$5.17M ﹤0.01% 1255
2025
Q3 		$696K Sell
23,054
-7,496
-25% -$214K ﹤0.01% 1617
2025
Q2 		$874K Sell
30,550
-2,201
-7% -$62.3K ﹤0.01% 1428
2025
Q1 		$875K Buy
32,751
+6,166
+23% +$179K ﹤0.01% 1332
2024
Q4 		$798K Buy
26,585
+16,527
+164% +$456K ﹤0.01% 1409
2024
Q3 		$256K Buy
+10,058
New +$237K ﹤0.01% 2094

Other funds holding DBX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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