KA
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Kovack Advisors’s Dropbox DBX Stock Holding History

Kovack 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 		– Sell
-10,325
Closed -$310K – 592
2024
Q4 		$310K Sell
10,325
-950
-8% -$26.2K 0.03% 435
2024
Q3 		$287K Buy
+11,275
New +$265K 0.03% 448
2024
Q1 		– Sell
-8,375
Closed -$247K – 500
2023
Q4 		$247K Sell
8,375
-800
-9% -$22.2K 0.03% 470
2023
Q3 		$250K Sell
9,175
-2,125
-19% -$57.9K 0.03% 435
2023
Q2 		$301K Sell
11,300
-100
-0.9% -$2.28K 0.04% 414
2023
Q1 		$246K Buy
11,400
+997
+10% +$21.9K 0.03% 459
2022
Q4 		$233K Buy
+10,403
New +$229K 0.03% 479
2022
Q2 		– Sell
-10,074
Closed -$234K – 634
2022
Q1 		$234K Buy
10,074
+71
+0.7% +$1.66K 0.02% 613
2021
Q4 		$245K Buy
+10,003
New +$269K 0.02% 591
2021
Q3 		– Sell
-23,513
Closed -$713K – 710
2021
Q2 		$713K Buy
+23,513
New +$642K 0.08% 266

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

Kovack Advisors's DBX Position: Q1 2025 in Review

Kovack Advisors sold out of Dropbox (DBX) in Q1 2025, closing a stake of 10,325 shares — an estimated $310K sold.

Kovack Advisors first reported a position in DBX in Q2 2021 and held it in 10 quarters. The position peaked at $713K in Q2 2021. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

  • Kovack Advisors reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 10,325 Dropbox shares in Q1 2025, an estimated $310K.
  • Kovack Advisors first reported a position in Dropbox in Q2 2021 and held it in 10 quarters.
  • Kovack Advisors's Dropbox position peaked at $713K in Q2 2021.
  • 456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.