RIA
DX

Realta Investment Advisors’s Dynex Capital DX Stock Holding History

Realta 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
2020
Q1 		– Sell
-424
Closed -$7K – 573
2019
Q4 		$7K Buy
424
+8
+2% +$129 ﹤0.01% 1233
2019
Q3 		$6K Buy
416
+13
+3% +$203 ﹤0.01% 1266
2019
Q2 		$7K Buy
+403
New +$7.1K ﹤0.01% 1244

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Realta Investment Advisors's DX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Dynex Capital (DX) in Q1 2020, closing a stake of 424 shares — an estimated $7K sold.

Realta Investment Advisors first reported a position in DX in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 115 funds tracked by Wall St. Rank hold DX as of Q1 2020.

  • Realta Investment Advisors reported no remaining Dynex Capital position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 424 Dynex Capital shares in Q1 2020, an estimated $7K.
  • Realta Investment Advisors first reported a position in Dynex Capital in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Dynex Capital position peaked at $7K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.