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Abich Financial Wealth Management’s Annaly Capital Management NLY Stock Holding History

Abich Financial Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,801
Closed -$34.3K – 699
2024
Q2 		$34.3K Sell
1,801
-1,807
-50% -$35.1K 0.02% 186
2024
Q1 		$71K Sell
3,608
-1,990
-36% -$38.4K 0.05% 110
2023
Q4 		$108K Buy
+5,598
New +$99.9K 0.1% 32

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Abich Financial Wealth Management's NLY Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2024, closing a stake of 1,801 shares — an estimated $34.3K sold.

Abich Financial Wealth Management first reported a position in NLY in Q4 2023 and held it in 3 quarters. The position peaked at $108K in Q4 2023. 619 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Annaly Capital Management position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1,801 Annaly Capital Management shares in Q3 2024, an estimated $34.3K.
  • Abich Financial Wealth Management first reported a position in Annaly Capital Management in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Annaly Capital Management position peaked at $108K in Q4 2023.
  • 619 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.