Halbert Hargrove Global Advisors’s Dropbox DBX Stock Holding History

Halbert Hargrove Global 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
2025 Q1	–	Sell	-6,500	Closed	-$195K	–	683
2024 Q4	$195K	Hold	6,500	–	–	0.01%	88
2024 Q3	$165K	Hold	6,500	–	–	0.01%	88
2024 Q2	$146K	Sell	6,500 -33,500	-84%	-$766K	0.01%	89
2024 Q1	$972K	Buy	+40,000	New	+$1.12M	0.06%	50
2022 Q2	–	Sell	-40,083	Closed	-$932K	–	155
2022 Q1	$932K	Sell	40,083 -439	-1%	-$10.2K	0.06%	58
2021 Q4	$994K	Sell	40,522 -43	-0.1%	-$1.16K	0.06%	56
2021 Q3	$1.19M	Buy	40,565 +17	+0%	+$528	0.08%	39
2021 Q2	$1.23M	Sell	40,548 -44	-0.1%	-$1.2K	0.08%	40
2021 Q1	$1.08M	Buy	40,592 +20,553	+103%	+$495K	0.08%	37
2020 Q4	$445K	Buy	+20,039	New	+$408K	0.03%	62

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

Halbert Hargrove Global Advisors's DBX Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of Dropbox (DBX) in Q1 2025, closing a stake of 6,500 shares — an estimated $195K sold.

Halbert Hargrove Global Advisors first reported a position in DBX in Q4 2020 and held it in 10 quarters. The position peaked at $1.23M in Q2 2021. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

Halbert Hargrove Global Advisors reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 6,500 Dropbox shares in Q1 2025, an estimated $195K.
Halbert Hargrove Global Advisors first reported a position in Dropbox in Q4 2020 and held it in 10 quarters.
Halbert Hargrove Global Advisors's Dropbox position peaked at $1.23M in Q2 2021.
456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.