MPAM
DX

Monarch Partners Asset Management’s Dynex Capital DX Stock Holding History

Monarch Partners Asset 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
2021
Q2 		– Sell
-60,410
Closed -$1.14M – 156
2021
Q1 		$1.14M Sell
60,410
-1,775
-3% -$32.7K 0.17% 128
2020
Q4 		$1.11M Buy
+62,185
New +$1.06M 0.19% 130

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monarch Partners Asset Management's DX Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Dynex Capital (DX) in Q2 2021, closing a stake of 60,410 shares — an estimated $1.14M sold.

Monarch Partners Asset Management first reported a position in DX in Q4 2020 and held it in 2 quarters. The position peaked at $1.14M in Q1 2021. 114 funds tracked by Wall St. Rank hold DX as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining Dynex Capital position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 60,410 Dynex Capital shares in Q2 2021, an estimated $1.14M.
  • Monarch Partners Asset Management first reported a position in Dynex Capital in Q4 2020 and held it in 2 quarters.
  • Monarch Partners Asset Management's Dynex Capital position peaked at $1.14M in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.