Legacy Advisors’s Dropbox DBX Stock Holding History

Legacy 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
2024 Q1	–	Sell	-20,753	Closed	-$612K	–	319
2023 Q4	$612K	Hold	20,753	–	–	0.08%	179
2023 Q3	$565K	Hold	20,753	–	–	0.09%	174
2023 Q2	$553K	Hold	20,753	–	–	0.08%	165
2023 Q1	$449K	Sell	20,753 -97	-0.5%	-$2.13K	0.08%	161
2022 Q4	$467K	Sell	20,850 -1,466	-7%	-$32.3K	0.09%	152
2022 Q3	$462K	Buy	22,316 +1,466	+7%	+$32.8K	0.1%	133
2022 Q2	$438K	Buy	20,850 +97	+0.5%	+$2.1K	0.09%	129
2022 Q1	$483K	Hold	20,753	–	–	0.09%	127
2021 Q4	$509K	Buy	20,753 +753	+4%	+$20.3K	0.19%	73
2021 Q3	$584K	Hold	20,000	–	–	0.23%	64
2021 Q2	$606K	Hold	20,000	–	–	0.25%	61
2021 Q1	$533K	Hold	20,000	–	–	0.24%	60
2020 Q4	$444K	Buy	+20,000	New	+$407K	0.25%	64

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Legacy Advisors's DBX Position: Q1 2024 in Review

Legacy Advisors sold out of Dropbox (DBX) in Q1 2024, closing a stake of 20,753 shares — an estimated $612K sold.

Legacy Advisors first reported a position in DBX in Q4 2020 and held it in 13 quarters. The position peaked at $612K in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

Legacy Advisors reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
Legacy Advisors sold 20,753 Dropbox shares in Q1 2024, an estimated $612K.
Legacy Advisors first reported a position in Dropbox in Q4 2020 and held it in 13 quarters.
Legacy Advisors's Dropbox position peaked at $612K in Q4 2023.
446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Legacy Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.