BCWM
DX

Bartlett & Co Wealth Management’s Dynex Capital DX Stock Holding History

Bartlett & Co 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
2019
Q2 		– Sell
-2,458
Closed -$45.4K – 781
2019
Q1 		$45.4K Hold
2,458
– – ﹤0.01% 436
2018
Q4 		$43.5K Hold
2,458
– – ﹤0.01% 429
2018
Q3 		$47.1K Hold
2,458
– – ﹤0.01% 445
2018
Q2 		$48.2K Hold
2,458
– – ﹤0.01% 431
2018
Q1 		$48.9K Buy
+2,458
New +$48K ﹤0.01% 430

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's DX Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Dynex Capital (DX) in Q2 2019, closing a stake of 2,458 shares — an estimated $45.4K sold.

Bartlett & Co Wealth Management first reported a position in DX in Q1 2018 and held it in 5 quarters. The position peaked at $48.9K in Q1 2018. 116 funds tracked by Wall St. Rank hold DX as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining Dynex Capital position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,458 Dynex Capital shares in Q2 2019, an estimated $45.4K.
  • Bartlett & Co Wealth Management first reported a position in Dynex Capital in Q1 2018 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Dynex Capital position peaked at $48.9K in Q1 2018.
  • 116 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.