FM
DX

Family Management’s Dynex Capital DX Stock Holding History

Family 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
2023
Q1 		– Sell
-53,205
Closed -$677K – 155
2022
Q4 		$677K Buy
53,205
+4,418
+9% +$54.7K 0.16% 75
2022
Q3 		$568K Sell
48,787
-6,736
-12% -$105K 0.15% 85
2022
Q2 		$884K Buy
55,523
+4,285
+8% +$68.1K 0.24% 70
2022
Q1 		$830K Sell
51,238
-23,378
-31% -$377K 0.23% 69
2021
Q4 		$1.25M Sell
74,616
-306
-0.4% -$5.31K 0.32% 62
2021
Q3 		$1.29M Buy
74,922
+32,708
+77% +$579K 0.36% 61
2021
Q2 		$788K Sell
42,214
-726
-2% -$14.2K 0.21% 80
2021
Q1 		$813K Buy
42,940
+3,813
+10% +$70.2K 0.26% 69
2020
Q4 		$696K Sell
39,127
-8,226
-17% -$141K 0.24% 74
2020
Q3 		$720K Sell
47,353
-1,400
-3% -$21.4K 0.32% 63
2020
Q2 		$697K Buy
48,753
+15,879
+48% +$212K 0.28% 70
2020
Q1 		$343K Buy
+32,874
New +$542K 0.17% 86
2018
Q2 		– Sell
-27,684
Closed -$551K – 80
2018
Q1 		$551K Buy
27,684
+11,447
+70% +$224K 0.41% 37
2017
Q4 		$341K Buy
16,237
+5,520
+52% +$118K 0.24% 44
2017
Q3 		$234K Buy
10,717
+1,663
+18% +$35.2K 0.16% 56
2017
Q2 		$193K Buy
9,054
+3,908
+76% +$81.6K 0.13% 56
2017
Q1 		$109K Buy
+5,146
New +$105K 0.08% 62

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Family Management's DX Position: Q1 2023 in Review

Family Management sold out of Dynex Capital (DX) in Q1 2023, closing a stake of 53,205 shares — an estimated $677K sold.

Family Management first reported a position in DX in Q1 2017 and held it in 17 quarters. The position peaked at $1.29M in Q3 2021. 133 funds tracked by Wall St. Rank hold DX as of Q1 2023.

  • Family Management reported no remaining Dynex Capital position as of Q1 2023 after selling out during the quarter.
  • Family Management sold 53,205 Dynex Capital shares in Q1 2023, an estimated $677K.
  • Family Management first reported a position in Dynex Capital in Q1 2017 and held it in 17 quarters.
  • Family Management's Dynex Capital position peaked at $1.29M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.