LGT Financial Advisors’s Dropbox DBX Stock Holding History

LGT Financial 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	-95	Closed	-$2.8K	–	800
2023 Q4	$2.8K	Hold	95	–	–	﹤0.01%	748
2023 Q3	$2.59K	Buy	+95	New	+$2.59K	﹤0.01%	758

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGT Financial Advisors's DBX Position: Q1 2024 in Review

LGT Financial Advisors sold out of Dropbox (DBX) in Q1 2024, closing a stake of 95 shares — an estimated $2.8K sold.

LGT Financial Advisors first reported a position in DBX in Q3 2023 and held it in 2 quarters. The position peaked at $2.8K in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

LGT Financial Advisors reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 95 Dropbox shares in Q1 2024, an estimated $2.8K.
LGT Financial Advisors first reported a position in Dropbox in Q3 2023 and held it in 2 quarters.
LGT Financial Advisors's Dropbox position peaked at $2.8K in Q4 2023.
446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.