Gradient Investments’s Dropbox DBX Stock Holding History

Gradient Investments’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 Q3	–	Sell	-64	Closed	-$1.44K	–	527
2024 Q2	$1.44K	Buy	64 +22	+52%	+$503	﹤0.01%	1026
2024 Q1	$1.02K	Buy	+42	New	+$1.18K	﹤0.01%	904

Other funds holding DBX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gradient Investments's DBX Position: Q3 2024 in Review

Gradient Investments sold out of Dropbox (DBX) in Q3 2024, closing a stake of 64 shares — an estimated $1.44K sold.

Gradient Investments first reported a position in DBX in Q1 2024 and held it in 2 quarters. The position peaked at $1.44K in Q2 2024. 423 funds tracked by Wall St. Rank hold DBX as of Q3 2024.

Gradient Investments reported no remaining Dropbox position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 64 Dropbox shares in Q3 2024, an estimated $1.44K.
Gradient Investments first reported a position in Dropbox in Q1 2024 and held it in 2 quarters.
Gradient Investments's Dropbox position peaked at $1.44K in Q2 2024.
423 funds tracked by Wall St. Rank held Dropbox as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.