VFA
DX

Valeo Financial Advisors’s Dynex Capital DX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-4
Closed – – 855
2021
Q1 		$0 Hold
4
– – ﹤0.01% 2065
2020
Q4 		$0 Buy
4
+1
+33% +$17 ﹤0.01% 1713
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1734
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2054
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1817
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1650
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1582
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1583
2019
Q1 		$0 Sell
3
-13
-81% -$237 ﹤0.01% 1566
2018
Q4 		$0 Hold
16
– – ﹤0.01% 1547
2018
Q3 		$0 Buy
16
+1
+7% +$19 ﹤0.01% 1800
2018
Q2 		$0 Buy
15
+1
+7% +$20 ﹤0.01% 1648
2018
Q1 		$0 Hold
14
– – ﹤0.01% 1554
2017
Q4 		$0 Hold
14
– – ﹤0.01% 1394
2017
Q3 		$0 Buy
+14
New +$297 ﹤0.01% 1177

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's DX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Dynex Capital (DX) in Q2 2021, closing a stake of 4 shares.

Valeo Financial Advisors first reported a position in DX in Q3 2017 and held it in 15 quarters. The position peaked at $0 in Q1 2021. 114 funds tracked by Wall St. Rank hold DX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Dynex Capital position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4 Dynex Capital shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Dynex Capital in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Dynex Capital position peaked at $0 in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.