Horizon Investments’s Dynex Capital DX Stock Holding History

Horizon Investments’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 Q2	–	Sell	-13,432	Closed	-$140K	–	434
2020 Q1	$140K	Sell	13,432 -20,650	-61%	-$340K	0.01%	296
2019 Q4	$577K	Buy	+34,082	New	+$550K	0.03%	262

Other funds holding DX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Horizon Investments's DX Position: Q2 2020 in Review

Horizon Investments sold out of Dynex Capital (DX) in Q2 2020, closing a stake of 13,432 shares — an estimated $140K sold.

Horizon Investments first reported a position in DX in Q4 2019 and held it in 2 quarters. The position peaked at $577K in Q4 2019. 99 funds tracked by Wall St. Rank hold DX as of Q2 2020.

Horizon Investments reported no remaining Dynex Capital position as of Q2 2020 after selling out during the quarter.
Horizon Investments sold 13,432 Dynex Capital shares in Q2 2020, an estimated $140K.
Horizon Investments first reported a position in Dynex Capital in Q4 2019 and held it in 2 quarters.
Horizon Investments's Dynex Capital position peaked at $577K in Q4 2019.
99 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2020.

Based on Horizon Investments's 13F filing for Q2 2020, filed 13 Aug 2020.