AWM
DX

Avior Wealth Management’s Dynex Capital DX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-874
Closed -$11.1K – 1174
2024
Q4 		$11.1K Buy
+874
New +$10.9K ﹤0.01% 1582
2016
Q1 		– Sell
-275
Closed -$5K – 489
2015
Q4 		$5K Hold
275
– – ﹤0.01% 362
2015
Q3 		$5K Hold
275
– – ﹤0.01% 322
2015
Q2 		$6K Hold
275
– – ﹤0.01% 300
2015
Q1 		$7K Buy
275
+86
+46% +$2.15K 0.01% 267
2014
Q4 		$5K Sell
189
-37
-16% -$930 ﹤0.01% 262
2014
Q3 		$5K Buy
226
+37
+20% +$940 ﹤0.01% 262
2014
Q2 		$5K Hold
189
– – ﹤0.01% 268
2014
Q1 		$5K Buy
+189
New +$4.76K ﹤0.01% 264

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avior Wealth Management's DX Position: Q1 2025 in Review

Avior Wealth Management sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 874 shares — an estimated $11.1K sold.

Avior Wealth Management first reported a position in DX in Q1 2014 and held it in 9 quarters. The position peaked at $11.1K in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

  • Avior Wealth Management reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 874 Dynex Capital shares in Q1 2025, an estimated $11.1K.
  • Avior Wealth Management first reported a position in Dynex Capital in Q1 2014 and held it in 9 quarters.
  • Avior Wealth Management's Dynex Capital position peaked at $11.1K in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.