CPFP
DX

Clear Perspectives Financial Planning’s Dynex Capital DX Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q2 		– Sell
-4,700
Closed -$76K – 214
2022
Q1 		$76K Buy
+4,700
New +$75.9K 0.03% 78
2021
Q2 		– Sell
-4,700
Closed -$89K – 200
2021
Q1 		$89K Hold
4,700
– – 0.05% 69
2020
Q4 		$84K Buy
+4,700
New +$80.4K 0.05% 69

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's DX Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Dynex Capital (DX) in Q2 2022, closing a stake of 4,700 shares — an estimated $76K sold.

Clear Perspectives Financial Planning first reported a position in DX in Q4 2020 and held it in 3 quarters. The position peaked at $89K in Q1 2021. 135 funds tracked by Wall St. Rank hold DX as of Q2 2022.

  • Clear Perspectives Financial Planning reported no remaining Dynex Capital position as of Q2 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 4,700 Dynex Capital shares in Q2 2022, an estimated $76K.
  • Clear Perspectives Financial Planning first reported a position in Dynex Capital in Q4 2020 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's Dynex Capital position peaked at $89K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.