PWM
DBX icon

Perigon Wealth Management’s Dropbox DBX Stock Holding History

Perigon Wealth Management’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
-24,598
Closed -$748K – 1043
2024
Q4 		$748K Sell
24,598
-12,501
-34% -$345K 0.02% 519
2024
Q3 		$943K Buy
37,099
+148
+0.4% +$3.48K 0.02% 453
2024
Q2 		$830K Sell
36,951
-33
-0.1% -$754 0.02% 415
2024
Q1 		$899K Buy
36,984
+8
+0% +$224 0.03% 395
2023
Q4 		$1.09M Sell
36,976
-22,695
-38% -$630K 0.04% 323
2023
Q3 		$1.62M Buy
59,671
+45,369
+317% +$1.24M 0.07% 230
2023
Q2 		$381K Buy
+14,302
New +$326K 0.02% 529
2021
Q1 		– Sell
-8,513
Closed -$189K – 611
2020
Q4 		$189K Buy
+8,513
New +$173K 0.02% 407

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's DBX Position: Q1 2025 in Review

Perigon Wealth Management sold out of Dropbox (DBX) in Q1 2025, closing a stake of 24,598 shares — an estimated $748K sold.

Perigon Wealth Management first reported a position in DBX in Q4 2020 and held it in 8 quarters. The position peaked at $1.62M in Q3 2023. 456 funds tracked by Wall St. Rank hold DBX as of Q1 2025.

  • Perigon Wealth Management reported no remaining Dropbox position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 24,598 Dropbox shares in Q1 2025, an estimated $748K.
  • Perigon Wealth Management first reported a position in Dropbox in Q4 2020 and held it in 8 quarters.
  • Perigon Wealth Management's Dropbox position peaked at $1.62M in Q3 2023.
  • 456 funds tracked by Wall St. Rank held Dropbox as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.