Arkadios Wealth Advisors’s Dynex Capital DX Stock Holding History

Arkadios Wealth Advisors’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-759	Closed	-$14K	–	1910
2021 Q2	$14K	Hold	759	–	–	﹤0.01%	1421
2021 Q1	$14K	Hold	759	–	–	﹤0.01%	1078
2020 Q4	$13K	Buy	+759	New	+$13K	﹤0.01%	886

Other funds holding DX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's DX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Dynex Capital (DX) in Q3 2021, closing a stake of 759 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in DX in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 108 funds tracked by Wall St. Rank hold DX as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Dynex Capital position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 759 Dynex Capital shares in Q3 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in Dynex Capital in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Dynex Capital position peaked at $14K in Q2 2021.
108 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.