AWM
NLY icon

Accurate Wealth Management’s Annaly Capital Management NLY Stock Holding History

Accurate 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
2023
Q1 		– Sell
-831
Closed -$18.5K – 994
2022
Q4 		$18.5K Buy
+831
New +$16.4K 0.01% 705

Other funds holding NLY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Accurate Wealth Management's NLY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 831 shares — an estimated $18.5K sold.

Accurate Wealth Management first reported a position in NLY in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 561 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

  • Accurate Wealth Management reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 831 Annaly Capital Management shares in Q1 2023, an estimated $18.5K.
  • Accurate Wealth Management first reported a position in Annaly Capital Management in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Annaly Capital Management position peaked at $18.5K in Q4 2022.
  • 561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.