HGERS
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Householder Group Estate & Retirement Specialist’s Dropbox DBX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-300
Closed -$7K – 686
2024
Q3 		$7K Hold
300
– – ﹤0.01% 875
2024
Q2 		$6K Hold
300
– – ﹤0.01% 905
2024
Q1 		$7.29K Hold
300
– – ﹤0.01% 870
2023
Q4 		$8K Hold
300
– – ﹤0.01% 808
2023
Q3 		$8.17K Buy
+300
New +$8.18K ﹤0.01% 836

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Householder Group Estate & Retirement Specialist's DBX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dropbox (DBX) in Q4 2024, closing a stake of 300 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in DBX in Q3 2023 and held it in 5 quarters. The position peaked at $8.17K in Q3 2023. 453 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 300 Dropbox shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dropbox in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Dropbox position peaked at $8.17K in Q3 2023.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.