HHGA
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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 		– Hold
0
– -$195K – 684
2024
Q4 		– Hold
0
– – – 89
2024
Q3 		– Hold
0
– – – 89
2024
Q2 		– Hold
0
– – – 90
2024
Q1 		– Hold
0
– – – 51

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Morgan Stanley
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.