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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

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Investment Management Associates's DBX Position: Q1 2023 in Review

Investment Management Associates sold out of Dropbox (DBX) in Q1 2023, closing a stake of 384,599 shares — an estimated $8.61M sold.

Investment Management Associates first reported a position in DBX in Q1 2021 and held it in 8 quarters. The position peaked at $8.61M in Q4 2022. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2023.

  • Investment Management Associates reported no remaining Dropbox position as of Q1 2023 after selling out during the quarter.
  • Investment Management Associates sold 384,599 Dropbox shares in Q1 2023, an estimated $8.61M.
  • Investment Management Associates first reported a position in Dropbox in Q1 2021 and held it in 8 quarters.
  • Investment Management Associates's Dropbox position peaked at $8.61M in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2023.

Based on Investment Management Associates's 13F filing for Q1 2023, filed 2 May 2023.