Westbourne Investments’s Dynex Capital DX Stock Holding History

Westbourne Investments’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
2025 Q1	–	Sell	-10,500	Closed	-$133K	–	143
2024 Q4	$133K	Buy	+10,500	New	+$131K	0.08%	122

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Westbourne Investments's DX Position: Q1 2025 in Review

Westbourne Investments sold out of Dynex Capital (DX) in Q1 2025, closing a stake of 10,500 shares — an estimated $133K sold.

Westbourne Investments first reported a position in DX in Q4 2024 and held it in 1 quarter. The position peaked at $133K in Q4 2024. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

Westbourne Investments reported no remaining Dynex Capital position as of Q1 2025 after selling out during the quarter.
Westbourne Investments sold 10,500 Dynex Capital shares in Q1 2025, an estimated $133K.
Westbourne Investments first reported a position in Dynex Capital in Q4 2024 and held it in 1 quarter.
Westbourne Investments's Dynex Capital position peaked at $133K in Q4 2024.
203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Westbourne Investments's 13F filing for Q1 2025, filed 21 May 2025.