WFA
DX

Wipfli Financial Advisors’s Dynex Capital DX Stock Holding History

Wipfli 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
2022
Q3 		$3K Buy
+240
New +$3.75K ﹤0.01% 2200

Other funds holding DX

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wipfli Financial Advisors's DX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dynex Capital (DX) in Q3 2022: 240 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2200 among its holdings.

132 funds tracked by Wall St. Rank hold DX as of Q3 2022.

  • Wipfli Financial Advisors held 240 shares of Dynex Capital worth $3K as of Q3 2022.
  • Dynex Capital was a new Wipfli Financial Advisors position in Q3 2022.
  • Dynex Capital made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2200 holding.
  • 132 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.