PWMG
DX

Prestige Wealth Management Group’s Dynex Capital DX Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-32
Closed -$1K – 672
2018
Q4 		$1K Buy
+32
New +$573 ﹤0.01% 995

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prestige Wealth Management Group's DX Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Dynex Capital (DX) in Q1 2019, closing a stake of 32 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in DX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 151 funds tracked by Wall St. Rank hold DX as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Dynex Capital position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 32 Dynex Capital shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Dynex Capital in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Dynex Capital position peaked at $1K in Q4 2018.
  • 151 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.