Crewe Advisors’s Dynex Capital DX Stock Holding History

Crewe 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
2025 Q1	–	Sell	-883	Closed	-$11.2K	–	726
2024 Q4	$11.2K	Buy	+883	New	+$11K	﹤0.01%	416
2022 Q4	–	Sell	-106	Closed	-$1K	–	1091
2022 Q3	$1K	Buy	+106	New	+$1.66K	﹤0.01%	1132

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Crewe Advisors's DX Position: Q1 2025 in Review

Crewe Advisors sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 883 shares — an estimated $11.2K sold.

Crewe Advisors first reported a position in DX in Q3 2022 and held it in 2 quarters. The position peaked at $11.2K in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

Crewe Advisors reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
Crewe Advisors sold 883 Dynex Capital shares in Q1 2025, an estimated $11.2K.
Crewe Advisors first reported a position in Dynex Capital in Q3 2022 and held it in 2 quarters.
Crewe Advisors's Dynex Capital position peaked at $11.2K in Q4 2024.
203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.