SFC
DX

Strategic Financial Concepts’s Dynex Capital DX Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-52,546
Closed -$4.3K – 355
2024
Q2 		$4.3K Buy
+52,546
New +$631K ﹤0.01% 497

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Financial Concepts's DX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Dynex Capital (DX) in Q3 2024, closing a stake of 52,546 shares — an estimated $4.3K sold.

Strategic Financial Concepts first reported a position in DX in Q2 2024 and held it in 1 quarter. The position peaked at $4.3K in Q2 2024. 164 funds tracked by Wall St. Rank hold DX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Dynex Capital position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 52,546 Dynex Capital shares in Q3 2024, an estimated $4.3K.
  • Strategic Financial Concepts first reported a position in Dynex Capital in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Dynex Capital position peaked at $4.3K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.