PIWA
DX

Prevail Innovative Wealth Advisors’s Dynex Capital DX Stock Holding History

Prevail Innovative Wealth 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
2025
Q1 		– Sell
-93,921
Closed -$1.19M – 180
2024
Q4 		$1.19M Buy
93,921
+14,455
+18% +$180K 0.34% 89
2024
Q3 		$1.01M Buy
79,466
+17,933
+29% +$221K 0.31% 97
2024
Q2 		$735K Buy
+61,533
New +$739K 0.26% 104
2023
Q3 		– Sell
-18,476
Closed -$233K – 131
2023
Q2 		$233K Buy
+18,476
New +$216K 0.13% 93

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DX Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 93,921 shares — an estimated $1.19M sold.

Prevail Innovative Wealth Advisors first reported a position in DX in Q2 2023 and held it in 4 quarters. The position peaked at $1.19M in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 93,921 Dynex Capital shares in Q1 2025, an estimated $1.19M.
  • Prevail Innovative Wealth Advisors first reported a position in Dynex Capital in Q2 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Dynex Capital position peaked at $1.19M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.