EWM
DX

Edge Wealth Management’s Dynex Capital DX Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-1,461
Closed -$24K – 493
2020
Q2 		$24K Buy
+1,461
New +$19.5K ﹤0.01% 335
2016
Q4 		– Sell
-1,300
Closed -$29K – 502
2016
Q3 		$29K Hold
1,300
– – 0.01% 228
2016
Q2 		$27K Hold
1,300
– – 0.01% 225
2016
Q1 		$26K Buy
1,300
+633
+95% +$11.8K 0.01% 209
2015
Q4 		$13K Buy
+667
New +$13.3K ﹤0.01% 270

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Edge Wealth Management's DX Position: Q3 2020 in Review

Edge Wealth Management sold out of Dynex Capital (DX) in Q3 2020, closing a stake of 1,461 shares — an estimated $24K sold.

Edge Wealth Management first reported a position in DX in Q4 2015 and held it in 5 quarters. The position peaked at $29K in Q3 2016. 111 funds tracked by Wall St. Rank hold DX as of Q3 2020.

  • Edge Wealth Management reported no remaining Dynex Capital position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 1,461 Dynex Capital shares in Q3 2020, an estimated $24K.
  • Edge Wealth Management first reported a position in Dynex Capital in Q4 2015 and held it in 5 quarters.
  • Edge Wealth Management's Dynex Capital position peaked at $29K in Q3 2016.
  • 111 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.