HWA
DX

HHM Wealth Advisors’s Dynex Capital DX Stock Holding History

HHM Wealth 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
2024
Q3 		– Sell
-262
Closed -$3.13K – 794
2024
Q2 		$3.13K Hold
262
– – ﹤0.01% 674
2024
Q1 		$3.26K Hold
262
– – ﹤0.01% 658
2023
Q4 		$3.28K Hold
262
– – ﹤0.01% 658
2023
Q3 		$3.13K Hold
262
– – ﹤0.01% 686
2023
Q2 		$3.3K Hold
262
– – ﹤0.01% 704
2023
Q1 		$3.18K Hold
262
– – ﹤0.01% 693
2022
Q4 		$3.33K Hold
262
– – ﹤0.01% 563
2022
Q3 		$3K Hold
262
– – ﹤0.01% 573
2022
Q2 		$4K Buy
+262
New +$4.16K ﹤0.01% 666

Other funds holding DX

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's DX Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Dynex Capital (DX) in Q3 2024, closing a stake of 262 shares — an estimated $3.13K sold.

HHM Wealth Advisors first reported a position in DX in Q2 2022 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 164 funds tracked by Wall St. Rank hold DX as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Dynex Capital position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 262 Dynex Capital shares in Q3 2024, an estimated $3.13K.
  • HHM Wealth Advisors first reported a position in Dynex Capital in Q2 2022 and held it in 9 quarters.
  • HHM Wealth Advisors's Dynex Capital position peaked at $4K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.