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Wilbanks Smith & Thomas Asset Management’s Dropbox DBX Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$10.2M Buy
421,696
+11,963
+3% +$335K 0.29% 83
2023
Q4 		$12.1M Sell
409,733
-7,781
-2% -$216K 0.37% 75
2023
Q3 		$11.4M Sell
417,514
-10,757
-3% -$293K 0.39% 59
2023
Q2 		$11.4M Buy
+428,271
New +$9.76M 0.38% 64

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DBX Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Dropbox (DBX) stake by 2.9% in Q1 2024, buying an estimated $335K and bringing the position to 421,696 shares worth $10.2M. The position accounts for 0.29% of the portfolio, ranked #83.

Wilbanks Smith & Thomas Asset Management first reported a position in DBX in Q2 2023 and has held it in 4 quarters since. The position peaked at $12.1M in Q4 2023. 446 funds tracked by Wall St. Rank hold DBX as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 421,696 shares of Dropbox worth $10.2M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 11,963 Dropbox shares in Q1 2024, an estimated $335K.
  • Dropbox made up 0.29% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #83 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Dropbox in Q2 2023 and has held it in 4 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Dropbox position peaked at $12.1M in Q4 2023.
  • 446 funds tracked by Wall St. Rank held Dropbox as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.