Performa Ltd (US)’s Dropbox DBX Stock Holding History

Performa Ltd (US)’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 Q4	–	Sell	-100	Closed	-$2.54K	–	54
2024 Q3	$2.54K	Sell	100 -200	-67%	-$4.7K	﹤0.01%	47
2024 Q2	$6.74K	Buy	300 +50	+20%	+$1.14K	﹤0.01%	38
2024 Q1	$6.08K	Buy	250 +50	+25%	+$1.4K	﹤0.01%	41
2023 Q4	$5.9K	Hold	200	–	–	﹤0.01%	41
2023 Q3	$5.45K	Sell	200 -150	-43%	-$4.09K	﹤0.01%	51
2023 Q2	$9.34K	Hold	350	–	–	﹤0.01%	39
2023 Q1	$7.57K	Buy	350 +200	+133%	+$4.39K	﹤0.01%	44
2022 Q4	$3.36K	Hold	150	–	–	﹤0.01%	59
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	59
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	49
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	40
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	40
2021 Q3	$4K	Hold	150	–	–	﹤0.01%	36
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	18
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	16
2020 Q4	$3K	Buy	+150	New	+$3.06K	﹤0.01%	24

Other funds holding DBX

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

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Performa Ltd (US)'s DBX Position: Q4 2024 in Review

Performa Ltd (US) sold out of Dropbox (DBX) in Q4 2024, closing a stake of 100 shares — an estimated $2.54K sold.

Performa Ltd (US) first reported a position in DBX in Q4 2020 and held it in 16 quarters. The position peaked at $9.34K in Q2 2023. 454 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

Performa Ltd (US) reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
Performa Ltd (US) sold 100 Dropbox shares in Q4 2024, an estimated $2.54K.
Performa Ltd (US) first reported a position in Dropbox in Q4 2020 and held it in 16 quarters.
Performa Ltd (US)'s Dropbox position peaked at $9.34K in Q2 2023.
454 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Performa Ltd (US)'s 13F filing for Q4 2024, filed 10 Feb 2025.