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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 $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