Joseph P. Lucia & Associates’s Dynex Capital DX Stock Holding History

Joseph P. Lucia & Associates’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	–	193
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	371
2022 Q1	$3K	Buy	+200	New	+$3.23K	﹤0.01%	382
2021 Q4	–	Sell	-200	Closed	-$3K	–	236
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	483
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	456
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	435
2020 Q4	$4K	Buy	+200	New	+$3.42K	﹤0.01%	399
2020 Q3	–	Sell	-200	Closed	-$3K	–	178
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	406
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	392
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	391
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	391
2019 Q2	$3K	Sell	200 -2,585	-93%	-$45.5K	﹤0.01%	390
2019 Q1	$1.35K	Buy	+2,785	New	+$50.9K	0.1%	99

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

Joseph P. Lucia & Associates's DX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Dynex Capital (DX) in Q3 2022, closing a stake of 200 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in DX in Q1 2019 and held it in 12 quarters. The position peaked at $4K in Q2 2021. 132 funds tracked by Wall St. Rank hold DX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Dynex Capital position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 200 Dynex Capital shares in Q3 2022, an estimated $3K.
Joseph P. Lucia & Associates first reported a position in Dynex Capital in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Dynex Capital position peaked at $4K in Q2 2021.
132 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.