TPCW
DX

TD Private Client Wealth’s Dynex Capital DX Stock Holding History

TD Private Client Wealth’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
Q2 		– Sell
-13
Closed -$136 – 1121
2020
Q1 		$136 Hold
13
– – ﹤0.01% 1056
2019
Q4 		$220 Buy
+13
New +$210 ﹤0.01% 1059

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WG
Winton Group London, United Kingdom $2.85B AUM 30.73% 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

TD Private Client Wealth's DX Position: Q2 2020 in Review

TD Private Client Wealth sold out of Dynex Capital (DX) in Q2 2020, closing a stake of 13 shares — an estimated $136 sold.

TD Private Client Wealth first reported a position in DX in Q4 2019 and held it in 2 quarters. The position peaked at $220 in Q4 2019. 99 funds tracked by Wall St. Rank hold DX as of Q2 2020.

  • TD Private Client Wealth reported no remaining Dynex Capital position as of Q2 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 13 Dynex Capital shares in Q2 2020, an estimated $136.
  • TD Private Client Wealth first reported a position in Dynex Capital in Q4 2019 and held it in 2 quarters.
  • TD Private Client Wealth's Dynex Capital position peaked at $220 in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.