Tradition Wealth Management’s Dynex Capital DX Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-2,000	Closed	-$25K	–	605
2023 Q4	$25K	Hold	2,000	–	–	﹤0.01%	782
2023 Q3	$24K	Hold	2,000	–	–	﹤0.01%	798
2023 Q2	$25K	Hold	2,000	–	–	﹤0.01%	817
2023 Q1	$24K	Hold	2,000	–	–	﹤0.01%	790
2022 Q4	$25K	Hold	2,000	–	–	﹤0.01%	695
2022 Q3	$23K	Hold	2,000	–	–	﹤0.01%	718
2022 Q2	$32K	Hold	2,000	–	–	﹤0.01%	553
2022 Q1	$32K	Buy	2,000 +1,000	+100%	+$16.1K	﹤0.01%	609
2021 Q4	$17K	Hold	1,000	–	–	﹤0.01%	770
2021 Q3	$17K	Hold	1,000	–	–	﹤0.01%	765
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	767
2021 Q1	$19K	Hold	1,000	–	–	﹤0.01%	639
2020 Q4	$18K	Buy	+1,000	New	+$17.1K	﹤0.01%	606

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

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

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

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

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

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

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

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

Tradition Wealth Management's DX Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dynex Capital (DX) in Q1 2024, closing a stake of 2,000 shares — an estimated $25K sold.

Tradition Wealth Management first reported a position in DX in Q4 2020 and held it in 13 quarters. The position peaked at $32K in Q2 2022. 130 funds tracked by Wall St. Rank hold DX as of Q1 2024.

Tradition Wealth Management reported no remaining Dynex Capital position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,000 Dynex Capital shares in Q1 2024, an estimated $25K.
Tradition Wealth Management first reported a position in Dynex Capital in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Dynex Capital position peaked at $32K in Q2 2022.
130 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.