OPS
DX

Orion Portfolio Solutions’s Dynex Capital DX Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-100
Closed -$1K – 2232
2020
Q1 		$1K Hold
100
– – ﹤0.01% 1698
2019
Q4 		$2K Buy
+100
New +$1.61K ﹤0.01% 1497

Other funds holding DX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Orion Portfolio Solutions's DX Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Dynex Capital (DX) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in DX in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 99 funds tracked by Wall St. Rank hold DX as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Dynex Capital position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 100 Dynex Capital shares in Q2 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Dynex Capital in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Dynex Capital position peaked at $2K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.