Corient Private Wealth
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$890K Sell
31,123
-1,628
-5% -$46.6K ﹤0.01% 1491
2025
Q1 		$875K Buy
32,751
+6,166
+23% +$165K ﹤0.01% 1329
2024
Q4 		$798K Buy
26,585
+16,527
+164% +$496K ﹤0.01% 1409
2024
Q3 		$256K Buy
+10,058
New +$256K ﹤0.01% 2067