GoalVest Advisory’s Dynex Capital DX Stock Holding History

GoalVest Advisory’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
2022 Q3	–	Sell	-200	Closed	-$3K	–	267
2022 Q2	$3K	Buy	+200	New	+$3.18K	﹤0.01%	272

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GoalVest Advisory's DX Position: Q3 2022 in Review

GoalVest Advisory sold out of Dynex Capital (DX) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

GoalVest Advisory first reported a position in DX in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 132 funds tracked by Wall St. Rank hold DX as of Q3 2022.

GoalVest Advisory reported no remaining Dynex Capital position as of Q3 2022 after selling out during the quarter.
GoalVest Advisory sold 200 Dynex Capital shares in Q3 2022, an estimated $3K.
GoalVest Advisory first reported a position in Dynex Capital in Q2 2022 and held it in 1 quarter.
GoalVest Advisory's Dynex Capital position peaked at $3K in Q2 2022.
132 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.