IAA
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Independent Advisor Alliance’s Dropbox DBX Stock Holding History

Independent Advisor Alliance’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
-14,177
Closed -$319K – 719
2024
Q2 		$319K Sell
14,177
-65,063
-82% -$1.49M 0.01% 562
2024
Q1 		$1.93M Buy
+79,240
New +$2.22M 0.07% 225
2020
Q2 		– Sell
-10,435
Closed -$189K – 505
2020
Q1 		$189K Buy
+10,435
New +$190K 0.03% 367

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's DBX Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Dropbox (DBX) in Q3 2024, closing a stake of 14,177 shares — an estimated $319K sold.

Independent Advisor Alliance first reported a position in DBX in Q1 2020 and held it in 3 quarters. The position peaked at $1.93M in Q1 2024. 423 funds tracked by Wall St. Rank hold DBX as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Dropbox position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,177 Dropbox shares in Q3 2024, an estimated $319K.
  • Independent Advisor Alliance first reported a position in Dropbox in Q1 2020 and held it in 3 quarters.
  • Independent Advisor Alliance's Dropbox position peaked at $1.93M in Q1 2024.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.