HGERS
DX

Householder Group Estate & Retirement Specialist’s Dynex Capital DX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-277
Closed -$3K – 712
2024
Q3 		$3K Hold
277
– – ﹤0.01% 981
2024
Q2 		$3K Buy
+277
New +$3.33K ﹤0.01% 999

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dynex Capital (DX) in Q4 2024, closing a stake of 277 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in DX in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 182 funds tracked by Wall St. Rank hold DX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dynex Capital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 277 Dynex Capital shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dynex Capital in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Dynex Capital position peaked at $3K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.