LSAG
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Lake Street Advisors Group’s Dropbox DBX Stock Holding History

Lake Street Advisors Group’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
Q4 		$1.03M Buy
+34,239
New +$945K 0.05% 224

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Lake Street Advisors Group's DBX Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in Dropbox (DBX) in Q4 2024: 34,239 shares worth $1.03M. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

453 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Lake Street Advisors Group held 34,239 shares of Dropbox worth $1.03M as of Q4 2024.
  • Dropbox was a new Lake Street Advisors Group position in Q4 2024.
  • Dropbox made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #224 holding.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.