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DX
Corient Private Wealth’s
Dynex Capital
DX
Stock Holding History
Corient Private Wealth’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
2026
Q1
$150K
Sell
11,769
-31,987
-73%
-$440K
﹤0.01%
2619
2025
Q4
$613K
Buy
+43,756
New
+$591K
﹤0.01%
2195
2025
Q2
–
Sell
-20,396
Closed
-$266K
–
2467
2025
Q1
$266K
Sell
20,396
-3,243
-14%
-$43.5K
﹤0.01%
1915
2024
Q4
$299K
Sell
23,639
-4,264
-15%
-$53.1K
﹤0.01%
1897
2024
Q3
$356K
Buy
+27,903
New
+$345K
﹤0.01%
1933
2024
Q1
–
Sell
-10,269
Closed
-$129K
–
2298
2023
Q4
$129K
Sell
10,269
-2,363
-19%
-$27K
﹤0.01%
2131
2023
Q3
$151K
Sell
12,632
-23,030
-65%
-$292K
﹤0.01%
1971
2023
Q2
$449K
Sell
35,662
-6,170
-15%
-$72.1K
﹤0.01%
1502
2023
Q1
$507K
Buy
41,832
+3,970
+10%
+$53.1K
﹤0.01%
1377
2022
Q4
$482K
Buy
+37,862
New
+$469K
﹤0.01%
1154
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1-Year Est. Return
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$121B AUM
33.93%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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