LI
DBX icon

LRI Investments’s Dropbox DBX Stock Holding History

LRI Investments’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
2026
Q2 		$31.9K Buy
1,163
+13
+1% +$334 ﹤0.01% 640
2026
Q1 		$26.1K Hold
1,150
– – ﹤0.01% 637
2025
Q4 		$32K Hold
1,150
– – ﹤0.01% 614
2025
Q3 		$34.7K Buy
1,150
+1,000
+667% +$28.6K ﹤0.01% 614
2025
Q2 		$4.29K Hold
150
– – ﹤0.01% 1052
2025
Q1 		$4.01K Hold
150
– – ﹤0.01% 997
2024
Q4 		$4.51K Sell
150
-395
-72% -$10.9K ﹤0.01% 958
2024
Q3 		$15.1K Buy
545
+150
+38% +$3.53K ﹤0.01% 703
2024
Q2 		$8.88K Hold
395
– – ﹤0.01% 777
2024
Q1 		$9.6K Buy
+395
New +$11.1K ﹤0.01% 517

Other funds holding DBX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return