Patriot Financial Group Insurance Agency’s Dynex Capital DX Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-532	Closed	-$8K	–	819
2022 Q2	$8K	Sell	532 -1	-0.2%	-$16	﹤0.01%	1328
2022 Q1	$9K	Hold	533	–	–	﹤0.01%	1392
2021 Q4	$9K	Hold	533	–	–	﹤0.01%	1520
2021 Q3	$9K	Hold	533	–	–	﹤0.01%	1508
2021 Q2	$10K	Hold	533	–	–	﹤0.01%	1437
2021 Q1	$10K	Hold	533	–	–	﹤0.01%	1344
2020 Q4	$9K	Hold	533	–	–	﹤0.01%	1251
2020 Q3	$8K	Hold	533	–	–	﹤0.01%	1085
2020 Q2	$8K	Hold	533	–	–	﹤0.01%	1027
2020 Q1	$6K	Hold	533	–	–	﹤0.01%	1003
2019 Q4	$9K	Hold	533	–	–	﹤0.01%	854
2019 Q3	$8K	Hold	533	–	–	﹤0.01%	839
2019 Q2	$9K	Hold	533	–	–	﹤0.01%	822
2019 Q1	$10K	Hold	533	–	–	0.01%	697
2018 Q4	$9K	Hold	533	–	–	0.01%	629
2018 Q3	$10K	Buy	533 +100	+23%	+$1.92K	0.01%	621
2018 Q2	$8K	Hold	433	–	–	0.01%	420
2018 Q1	$8K	Hold	433	–	–	0.01%	627
2017 Q4	$9K	Hold	433	–	–	0.01%	602
2017 Q3	$9K	Hold	433	–	–	0.01%	566
2017 Q2	$9K	Hold	433	–	–	0.01%	541
2017 Q1	$9K	Hold	433	–	–	0.01%	502
2016 Q4	$9K	Buy	+433	New	+$8.94K	0.01%	474

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dynex Capital (DX) in Q3 2022, closing a stake of 532 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in DX in Q4 2016 and held it in 23 quarters. The position peaked at $10K in Q2 2021. 132 funds tracked by Wall St. Rank hold DX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Dynex Capital position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 532 Dynex Capital shares in Q3 2022, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in Dynex Capital in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's Dynex Capital position peaked at $10K in Q2 2021.
132 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.