MSCM
DX

McElhenny Sheffield Capital Management’s Dynex Capital DX Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-1,782
Closed -$22.7K – 219
2022
Q4 		$22.7K Buy
+1,782
New +$22.1K 0.01% 247

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

McElhenny Sheffield Capital Management's DX Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Dynex Capital (DX) in Q1 2023, closing a stake of 1,782 shares — an estimated $22.7K sold.

McElhenny Sheffield Capital Management first reported a position in DX in Q4 2022 and held it in 1 quarter. The position peaked at $22.7K in Q4 2022. 133 funds tracked by Wall St. Rank hold DX as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Dynex Capital position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,782 Dynex Capital shares in Q1 2023, an estimated $22.7K.
  • McElhenny Sheffield Capital Management first reported a position in Dynex Capital in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Dynex Capital position peaked at $22.7K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.