EWM
DX

Executive Wealth Management’s Dynex Capital DX Stock Holding History

Executive 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
2019
Q3 		– Sell
-47
Closed -$1K – 312
2019
Q2 		$1K Hold
47
– – ﹤0.01% 843
2019
Q1 		$1K Hold
47
– – ﹤0.01% 777
2018
Q4 		$1K Buy
+47
New +$841 ﹤0.01% 811

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Executive Wealth Management's DX Position: Q3 2019 in Review

Executive Wealth Management sold out of Dynex Capital (DX) in Q3 2019, closing a stake of 47 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in DX in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 109 funds tracked by Wall St. Rank hold DX as of Q3 2019.

  • Executive Wealth Management reported no remaining Dynex Capital position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 47 Dynex Capital shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Dynex Capital in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Dynex Capital position peaked at $1K in Q2 2019.
  • 109 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.