Synergy Asset Management’s Dynex Capital DX Stock Holding History

Synergy Asset Management’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	-700	Closed	-$8.93K	–	258
2024 Q4	$8.93K	Buy	+700	New	+$8.72K	﹤0.01%	490

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Synergy Asset Management's DX Position: Q1 2025 in Review

Synergy Asset Management sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 700 shares — an estimated $8.93K sold.

Synergy Asset Management first reported a position in DX in Q4 2024 and held it in 1 quarter. The position peaked at $8.93K in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

Synergy Asset Management reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 700 Dynex Capital shares in Q1 2025, an estimated $8.93K.
Synergy Asset Management first reported a position in Dynex Capital in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Dynex Capital position peaked at $8.93K in Q4 2024.
203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.