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Rockbridge Investment Management’s Dropbox DBX Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-769
Closed -$18.4K – 681
2022
Q1 		$18.4K Hold
769
– – ﹤0.01% 429
2021
Q4 		$19K Buy
+769
New +$20.7K ﹤0.01% 485
2020
Q3 		– Sell
-1,140
Closed -$25K – 655
2020
Q2 		$25K Buy
+1,140
New +$24.1K 0.01% 307

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Rockbridge Investment Management's DBX Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Dropbox (DBX) in Q2 2022, closing a stake of 769 shares — an estimated $18.4K sold.

Rockbridge Investment Management first reported a position in DBX in Q2 2020 and held it in 3 quarters. The position peaked at $25K in Q2 2020. 437 funds tracked by Wall St. Rank hold DBX as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Dropbox position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 769 Dropbox shares in Q2 2022, an estimated $18.4K.
  • Rockbridge Investment Management first reported a position in Dropbox in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Dropbox position peaked at $25K in Q2 2020.
  • 437 funds tracked by Wall St. Rank held Dropbox as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.