OIA
DX

Optimum Investment Advisors’s Dynex Capital DX Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-50
Closed -$1K – 780
2022
Q3 		$1K Hold
50
– – ﹤0.01% 762
2022
Q2 		$1K Hold
50
– – ﹤0.01% 785
2022
Q1 		$1K Buy
+50
New +$807 ﹤0.01% 805

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
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
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's DX Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Dynex Capital (DX) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in DX in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 134 funds tracked by Wall St. Rank hold DX as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Dynex Capital position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 50 Dynex Capital shares in Q4 2022, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Dynex Capital in Q1 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's Dynex Capital position peaked at $1K in Q3 2022.
  • 134 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.