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Waterfront Wealth’s Dropbox DBX Stock Holding History

Waterfront Wealth’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
Q4 		– Sell
-18,038
Closed -$464K – 260
2024
Q3 		$464K Buy
18,038
+766
+4% +$18K 0.11% 185
2024
Q2 		$388K Buy
17,272
+1,456
+9% +$33.3K 0.11% 183
2024
Q1 		$382K Sell
15,816
-1,773
-10% -$49.7K 0.11% 181
2023
Q4 		$519K Sell
17,589
-8,120
-32% -$225K 0.15% 165
2023
Q3 		$685K Buy
25,709
+3,611
+16% +$98.4K 0.22% 132
2023
Q2 		$594K Sell
22,098
-9,893
-31% -$226K 0.18% 156
2023
Q1 		$692K Buy
31,991
+8,427
+36% +$185K 0.23% 134
2022
Q4 		$551K Buy
23,564
+2,063
+10% +$45.4K 0.19% 155
2022
Q3 		$468K Buy
21,501
+1,022
+5% +$22.9K 0.18% 153
2022
Q2 		$430K Buy
20,479
+1,972
+11% +$42.7K 0.17% 155
2022
Q1 		$419K Buy
18,507
+2,423
+15% +$56.5K 0.15% 153
2021
Q4 		$395K Buy
16,084
+935
+6% +$25.2K 0.16% 134
2021
Q3 		$443K Sell
15,149
-1,328
-8% -$41.2K 0.21% 106
2021
Q2 		$499K Buy
16,477
+968
+6% +$26.4K 0.24% 99
2021
Q1 		$425K Buy
15,509
+1,117
+8% +$26.9K 0.21% 105
2020
Q4 		$319K Buy
+14,392
New +$293K 0.23% 99

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Waterfront Wealth's DBX Position: Q4 2024 in Review

Waterfront Wealth sold out of Dropbox (DBX) in Q4 2024, closing a stake of 18,038 shares — an estimated $464K sold.

Waterfront Wealth first reported a position in DBX in Q4 2020 and held it in 16 quarters. The position peaked at $692K in Q1 2023. 454 funds tracked by Wall St. Rank hold DBX as of Q4 2024.

  • Waterfront Wealth reported no remaining Dropbox position as of Q4 2024 after selling out during the quarter.
  • Waterfront Wealth sold 18,038 Dropbox shares in Q4 2024, an estimated $464K.
  • Waterfront Wealth first reported a position in Dropbox in Q4 2020 and held it in 16 quarters.
  • Waterfront Wealth's Dropbox position peaked at $692K in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q4 2024.

Based on Waterfront Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.