TFO Wealth Partners’s Dropbox DBX Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-17	Closed	-$501	–	836
2023 Q4	$501	Hold	17	–	–	﹤0.01%	328
2023 Q3	$453	Buy	+17	New	+$463	﹤0.01%	486

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's DBX Position: Q1 2024 in Review

TFO Wealth Partners sold out of Dropbox (DBX) in Q1 2024, closing a stake of 17 shares — an estimated $501 sold.

TFO Wealth Partners first reported a position in DBX in Q3 2023 and held it in 2 quarters. The position peaked at $501 in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

TFO Wealth Partners reported no remaining Dropbox position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 17 Dropbox shares in Q1 2024, an estimated $501.
TFO Wealth Partners first reported a position in Dropbox in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Dropbox position peaked at $501 in Q4 2023.
446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.