New Wave Wealth Advisors’s Dropbox DBX Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-113	Closed	-$3.4K	–	260
2024 Q4	$3.4K	Buy	+113	New	+$3.12K	﹤0.01%	483

Other funds holding DBX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Wave Wealth Advisors's DBX Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Dropbox (DBX) in Q1 2025, closing a stake of 113 shares — an estimated $3.4K sold.

New Wave Wealth Advisors first reported a position in DBX in Q4 2024 and held it in 1 quarter. The position peaked at $3.4K in Q4 2024. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

New Wave Wealth Advisors reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 113 Dropbox shares in Q1 2025, an estimated $3.4K.
New Wave Wealth Advisors first reported a position in Dropbox in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Dropbox position peaked at $3.4K in Q4 2024.
456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.