SSG
DX

Summit Securities Group’s Dynex Capital DX Stock Holding History

Summit Securities 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
2023
Q4 		– Sell
-18
Closed – – 726
2023
Q3 		$0 Buy
+18
New +$228 ﹤0.01% 682
2023
Q1 		– Sell
-3,072
Closed -$39K – 928
2022
Q4 		$39K Buy
+3,072
New +$38K ﹤0.01% 766
2015
Q3 		– Sell
-600
Closed -$14K – 397
2015
Q2 		$14K Buy
+600
New +$14.3K 0.01% 344

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's DX Position: Q4 2023 in Review

Summit Securities Group sold out of Dynex Capital (DX) in Q4 2023, closing a stake of 18 shares.

Summit Securities Group first reported a position in DX in Q2 2015 and held it in 3 quarters. The position peaked at $39K in Q4 2022. 122 funds tracked by Wall St. Rank hold DX as of Q4 2023.

  • Summit Securities Group reported no remaining Dynex Capital position as of Q4 2023 after selling out during the quarter.
  • Summit Securities Group sold 18 Dynex Capital shares in Q4 2023.
  • Summit Securities Group first reported a position in Dynex Capital in Q2 2015 and held it in 3 quarters.
  • Summit Securities Group's Dynex Capital position peaked at $39K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.