Berman Capital Advisors’s Dynex Capital DX Stock Holding History

Berman Capital 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	$2K	Buy	152 +3	+2%	+$53	﹤0.01%	1679
2021 Q2	$2K	Hold	149	–	–	﹤0.01%	1580
2021 Q1	$2K	Buy	149 +3	+2%	+$55	﹤0.01%	1497
2020 Q4	$2K	Hold	146	–	–	﹤0.01%	1389
2020 Q3	$2K	Sell	146 -1	-0.7%	-$15	﹤0.01%	1278
2020 Q2	$2K	Buy	147 +69	+88%	+$923	﹤0.01%	1259
2020 Q1	$0	Sell	78 -223	-74%	-$3.67K	﹤0.01%	1513
2019 Q4	$5K	Buy	301 +7	+2%	+$113	﹤0.01%	968
2019 Q3	$4K	Sell	294 -422	-59%	-$6.59K	﹤0.01%	993
2019 Q2	$11K	Buy	716 +43	+6%	+$757	﹤0.01%	687
2019 Q1	$12K	Buy	673 +497	+282%	+$9.08K	﹤0.01%	592
2018 Q4	$3K	Buy	+176	New	+$3.15K	﹤0.01%	796

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 $67.7B AUM 51.91% 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

Berman Capital Advisors's DX Position: Q3 2021 in Review

Berman Capital Advisors increased its Dynex Capital (DX) stake by 2% in Q3 2021, buying an estimated $53 and bringing the position to 152 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Berman Capital Advisors first reported a position in DX in Q4 2018 and has held it in 12 quarters since. The position peaked at $12K in Q1 2019. 108 funds tracked by Wall St. Rank hold DX as of Q3 2021.

Berman Capital Advisors held 152 shares of Dynex Capital worth $2K as of Q3 2021.
Berman Capital Advisors bought 3 Dynex Capital shares in Q3 2021, an estimated $53.
Dynex Capital made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1679 holding.
Berman Capital Advisors first reported a position in Dynex Capital in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Dynex Capital position peaked at $12K in Q1 2019.
108 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.