Laird Norton Wetherby Wealth Management’s Dropbox DBX Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	–	Sell	-8,494	Closed	-$227K	–	923
2023 Q2	$227K	Buy	+8,494	New	+$194K	0.01%	806
2023 Q1	–	Sell	-9,338	Closed	-$209K	–	931
2022 Q4	$209K	Buy	+9,338	New	+$205K	0.01%	786
2022 Q2	–	Sell	-9,184	Closed	-$214K	–	929
2022 Q1	$214K	Buy	9,184 +191	+2%	+$4.45K	0.01%	840
2021 Q4	$221K	Buy	8,993 +247	+3%	+$6.65K	0.01%	825
2021 Q3	$255K	Buy	8,746 +11	+0.1%	+$342	0.02%	772
2021 Q2	$265K	Buy	8,735 +800	+10%	+$21.9K	0.02%	760
2021 Q1	$212K	Buy	+7,935	New	+$191K	0.02%	721

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DBX Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Dropbox (DBX) in Q3 2023, closing a stake of 8,494 shares — an estimated $227K sold.

Laird Norton Wetherby Wealth Management first reported a position in DBX in Q1 2021 and held it in 7 quarters. The position peaked at $265K in Q2 2021. 460 funds tracked by Wall St. Rank hold DBX as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining Dropbox position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 8,494 Dropbox shares in Q3 2023, an estimated $227K.
Laird Norton Wetherby Wealth Management first reported a position in Dropbox in Q1 2021 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Dropbox position peaked at $265K in Q2 2021.
460 funds tracked by Wall St. Rank held Dropbox as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.