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Lebenthal Global Advisors’s Dropbox DBX Stock Holding History

Lebenthal Global 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
2021
Q4 		– Sell
-14,697
Closed -$429K – 168
2021
Q3 		$429K Buy
+14,697
New +$456K 0.27% 68
2021
Q1 		– Sell
-3,857
Closed -$85K – 228
2020
Q4 		$85K Buy
+3,857
New +$78.5K 0.06% 190

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lebenthal Global Advisors's DBX Position: Q4 2021 in Review

Lebenthal Global Advisors sold out of Dropbox (DBX) in Q4 2021, closing a stake of 14,697 shares — an estimated $429K sold.

Lebenthal Global Advisors first reported a position in DBX in Q4 2020 and held it in 2 quarters. The position peaked at $429K in Q3 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Lebenthal Global Advisors reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 14,697 Dropbox shares in Q4 2021, an estimated $429K.
  • Lebenthal Global Advisors first reported a position in Dropbox in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's Dropbox position peaked at $429K in Q3 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Lebenthal Global Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.