NWMG
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National Wealth Management Group’s Dropbox DBX Stock Holding History

National Wealth Management Group’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
2025
Q1 		– Sell
-7,365
Closed -$221K – 155
2024
Q4 		$221K Buy
+7,365
New +$203K 0.15% 131

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

National Wealth Management Group's DBX Position: Q1 2025 in Review

National Wealth Management Group sold out of Dropbox (DBX) in Q1 2025, closing a stake of 7,365 shares — an estimated $221K sold.

National Wealth Management Group first reported a position in DBX in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

  • National Wealth Management Group reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 7,365 Dropbox shares in Q1 2025, an estimated $221K.
  • National Wealth Management Group first reported a position in Dropbox in Q4 2024 and held it in 1 quarter.
  • National Wealth Management Group's Dropbox position peaked at $221K in Q4 2024.
  • 456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.