CPA
DX

Capital Performance Advisors’s Dynex Capital DX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-19
Closed -$242 – 879
2024
Q3 		$242 Buy
+19
New +$235 ﹤0.01% 2515

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Performance Advisors's DX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dynex Capital (DX) in Q4 2024, closing a stake of 19 shares — an estimated $242 sold.

Capital Performance Advisors first reported a position in DX in Q3 2024 and held it in 1 quarter. The position peaked at $242 in Q3 2024. 182 funds tracked by Wall St. Rank hold DX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dynex Capital position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 Dynex Capital shares in Q4 2024, an estimated $242.
  • Capital Performance Advisors first reported a position in Dynex Capital in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dynex Capital position peaked at $242 in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.