Next Financial Group’s Dynex Capital DX Stock Holding History

Next Financial Group’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 Q4	$22K	Buy	1,363 +1,046	+330%	+$18.1K	﹤0.01%	1841
2021 Q3	$5K	Buy	317 +250	+373%	+$4.42K	﹤0.01%	2249
2021 Q2	$1K	Buy	+67	New	+$1.31K	﹤0.01%	2504
2014 Q4	–	Sell	-167	Closed	-$4K	–	1987
2014 Q3	$4K	Hold	167	–	–	﹤0.01%	2126
2014 Q2	$4K	Buy	+167	New	+$4.3K	﹤0.01%	972

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

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

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

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

Next Financial Group's DX Position: Q4 2021 in Review

Next Financial Group increased its Dynex Capital (DX) stake by 330% in Q4 2021, buying an estimated $18.1K and bringing the position to 1,363 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Next Financial Group first reported a position in DX in Q2 2014 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold DX as of Q4 2021.

Next Financial Group held 1,363 shares of Dynex Capital worth $22K as of Q4 2021.
Next Financial Group bought 1,046 Dynex Capital shares in Q4 2021, an estimated $18.1K.
Dynex Capital made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1841 holding.
Next Financial Group first reported a position in Dynex Capital in Q2 2014 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.