TCI Wealth Advisors’s Dynex Capital DX Stock Holding History

TCI 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
2022 Q4	–	Sell	-322	Closed	-$4K	–	2537
2022 Q3	$4K	Hold	322	–	–	﹤0.01%	1588
2022 Q2	$5K	Hold	322	–	–	﹤0.01%	1461
2022 Q1	$5K	Buy	+322	New	+$5.2K	﹤0.01%	1520
2020 Q4	–	Sell	-59	Closed	-$1K	–	1571
2020 Q3	$1K	Hold	59	–	–	﹤0.01%	1303
2020 Q2	$1K	Sell	59 -65	-52%	-$869	﹤0.01%	1234
2020 Q1	$1K	Hold	124	–	–	﹤0.01%	1222
2019 Q4	$2K	Hold	124	–	–	﹤0.01%	1127
2019 Q3	$2K	Buy	124 +65	+110%	+$1.02K	﹤0.01%	1062
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	1176
2019 Q1	$1K	Hold	59	–	–	﹤0.01%	1192
2018 Q4	$1K	Hold	59	–	–	﹤0.01%	1187
2018 Q3	$1K	Hold	59	–	–	﹤0.01%	1195
2018 Q2	$1K	Hold	59	–	–	﹤0.01%	1274
2018 Q1	$1K	Hold	59	–	–	﹤0.01%	1120
2017 Q4	$1K	Hold	59	–	–	﹤0.01%	1168
2017 Q3	$1K	Hold	59	–	–	﹤0.01%	1092
2017 Q2	$1K	Hold	59	–	–	﹤0.01%	1114
2017 Q1	$1K	Hold	59	–	–	﹤0.01%	1070
2016 Q4	$1K	Hold	59	–	–	﹤0.01%	1145
2016 Q3	$1K	Hold	59	–	–	﹤0.01%	1106
2016 Q2	$1K	Hold	59	–	–	﹤0.01%	1047
2016 Q1	$1K	Buy	+59	New	+$1.1K	﹤0.01%	1066

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

TCI Wealth Advisors's DX Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Dynex Capital (DX) in Q4 2022, closing a stake of 322 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in DX in Q1 2016 and held it in 22 quarters. The position peaked at $5K in Q2 2022. 134 funds tracked by Wall St. Rank hold DX as of Q4 2022.

TCI Wealth Advisors reported no remaining Dynex Capital position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 322 Dynex Capital shares in Q4 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in Dynex Capital in Q1 2016 and held it in 22 quarters.
TCI Wealth Advisors's Dynex Capital position peaked at $5K in Q2 2022.
134 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.