Wealthspire Advisors (Maryland)’s Dynex Capital DX Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	–	Sell	-25,332	Closed	-$362K	–	507
2020 Q2	$362K	Hold	25,332	–	–	0.03%	309
2020 Q1	$264K	Buy	25,332 +2,068	+9%	+$34.1K	0.02%	331
2019 Q4	$394K	Buy	23,264 +11,932	+105%	+$193K	0.03%	316
2019 Q3	$167K	Hold	11,332	–	–	0.01%	449
2019 Q2	$190K	Buy	+11,332	New	+$200K	0.01%	443
2019 Q1	–	Hold	0	–	–	–	425
2018 Q4	–	Hold	0	–	–	–	406
2018 Q3	–	Hold	0	–	–	–	436
2018 Q2	–	Hold	0	–	–	–	433
2018 Q1	–	Hold	0	–	–	–	431
2017 Q3	–	Hold	0	–	–	–	408
2017 Q2	–	Hold	0	–	–	–	396
2017 Q1	–	Hold	0	–	–	–	340
2016 Q4	–	Hold	0	–	–	–	330
2016 Q3	–	Hold	0	–	–	–	316
2016 Q2	–	Hold	0	–	–	–	321
2016 Q1	–	Hold	0	–	–	–	324
2015 Q4	–	Hold	0	–	–	–	343

Other funds holding DX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winton Group London, United Kingdom $2.85B AUM 30.73% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Dynex Capital (DX) in Q3 2020, closing a stake of 25,332 shares — an estimated $362K sold.

Wealthspire Advisors (Maryland) first reported a position in DX in Q2 2019 and held it in 5 quarters. The position peaked at $394K in Q4 2019. 111 funds tracked by Wall St. Rank hold DX as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Dynex Capital position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 25,332 Dynex Capital shares in Q3 2020, an estimated $362K.
Wealthspire Advisors (Maryland) first reported a position in Dynex Capital in Q2 2019 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Dynex Capital position peaked at $394K in Q4 2019.
111 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.