IMA
DBX icon

Investment Management Associates’s Dropbox DBX Stock Holding History

Investment Management Associates’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
2023
Q1 		– Sell
-384,599
Closed -$8.61M – 39
2022
Q4 		$8.61M Buy
384,599
+9,450
+3% +$208K 3.6% 11
2022
Q3 		$7.77M Buy
375,149
+27,958
+8% +$626K 3.66% 13
2022
Q2 		$7.89M Buy
347,191
+62,281
+22% +$1.35M 3.4% 13
2022
Q1 		$6.62M Buy
284,910
+71,090
+33% +$1.66M 2.95% 14
2021
Q4 		$5.25M Buy
213,820
+49,132
+30% +$1.32M 2.38% 18
2021
Q3 		$4.81M Sell
164,688
-5,820
-3% -$181K 2.5% 16
2021
Q2 		$5.17M Buy
170,508
+78,505
+85% +$2.15M 2.69% 14
2021
Q1 		$2.45M Buy
+92,003
New +$2.21M 1.43% 23

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Ameriprise
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Renaissance Technologies
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PAMS
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return