LT
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Legacy Trust’s Dropbox DBX Stock Holding History

Legacy Trust’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
Q2 		– Sell
-134,889
Closed -$3.28M – 146
2024
Q1 		$3.28M Sell
134,889
-2,403
-2% -$67.3K 0.82% 42
2023
Q4 		$4.05M Buy
137,292
+3,118
+2% +$86.6K 1.05% 36
2023
Q3 		$3.65M Buy
134,174
+2,833
+2% +$77.2K 1.06% 34
2023
Q2 		$3.5M Buy
131,341
+3,312
+3% +$75.5K 0.97% 35
2023
Q1 		$2.77M Sell
128,029
-1,785
-1% -$39.1K 0.82% 42
2022
Q4 		$2.91M Buy
+129,814
New +$2.86M 0.9% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Trust's DBX Position: Q2 2024 in Review

Legacy Trust sold out of Dropbox (DBX) in Q2 2024, closing a stake of 134,889 shares — an estimated $3.28M sold.

Legacy Trust first reported a position in DBX in Q4 2022 and held it in 6 quarters. The position peaked at $4.05M in Q4 2023. 429 funds tracked by Wall St. Rank hold DBX as of Q2 2024.

  • Legacy Trust reported no remaining Dropbox position as of Q2 2024 after selling out during the quarter.
  • Legacy Trust sold 134,889 Dropbox shares in Q2 2024, an estimated $3.28M.
  • Legacy Trust first reported a position in Dropbox in Q4 2022 and held it in 6 quarters.
  • Legacy Trust's Dropbox position peaked at $4.05M in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Dropbox as of Q2 2024.

Based on Legacy Trust's 13F filing for Q2 2024, filed 16 Jul 2024.