QPWM
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Quadrant Private Wealth Management’s Dropbox DBX Stock Holding History

Quadrant Private 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
2024
Q3 		– Sell
-17,378
Closed -$390K – 259
2024
Q2 		$390K Buy
+17,378
New +$397K 0.09% 162

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Vanguard Group
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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadrant Private Wealth Management's DBX Position: Q3 2024 in Review

Quadrant Private Wealth Management sold out of Dropbox (DBX) in Q3 2024, closing a stake of 17,378 shares — an estimated $390K sold.

Quadrant Private Wealth Management first reported a position in DBX in Q2 2024 and held it in 1 quarter. The position peaked at $390K in Q2 2024. 423 funds tracked by Wall St. Rank hold DBX as of Q3 2024.

  • Quadrant Private Wealth Management reported no remaining Dropbox position as of Q3 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 17,378 Dropbox shares in Q3 2024, an estimated $390K.
  • Quadrant Private Wealth Management first reported a position in Dropbox in Q2 2024 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Dropbox position peaked at $390K in Q2 2024.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q3 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.