Operose Advisors’s Dynex Capital DX Stock Holding History

Operose Advisors’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	-600	Closed	-$7.63K	–	359
2022 Q4	$7.63K	Buy	+600	New	+$7.43K	﹤0.01%	300

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Operose Advisors's DX Position: Q1 2023 in Review

Operose Advisors sold out of Dynex Capital (DX) in Q1 2023, closing a stake of 600 shares — an estimated $7.63K sold.

Operose Advisors first reported a position in DX in Q4 2022 and held it in 1 quarter. The position peaked at $7.63K in Q4 2022. 133 funds tracked by Wall St. Rank hold DX as of Q1 2023.

Operose Advisors reported no remaining Dynex Capital position as of Q1 2023 after selling out during the quarter.
Operose Advisors sold 600 Dynex Capital shares in Q1 2023, an estimated $7.63K.
Operose Advisors first reported a position in Dynex Capital in Q4 2022 and held it in 1 quarter.
Operose Advisors's Dynex Capital position peaked at $7.63K in Q4 2022.
133 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2023.

Based on Operose Advisors's 13F filing for Q1 2023, filed 9 May 2023.