AWM
NLY icon

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

Alterna 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
2020
Q4 		$176K Sell
5,222
-1,542
-23% -$47.7K 0.22% 79
2020
Q3 		$193K Buy
+6,764
New +$196K 0.28% 79

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Alterna Wealth Management's NLY Position: Q4 2020 in Review

Alterna Wealth Management reduced its Annaly Capital Management (NLY) stake by 23% in Q4 2020, selling an estimated $47.7K and leaving 5,222 shares worth $176K. The position accounts for 0.22% of the portfolio, ranked #79.

Alterna Wealth Management first reported a position in NLY in Q3 2020 and has held it in 2 quarters since. The position peaked at $193K in Q3 2020. 697 funds tracked by Wall St. Rank hold NLY as of Q4 2020.

  • Alterna Wealth Management held 5,222 shares of Annaly Capital Management worth $176K as of Q4 2020.
  • Alterna Wealth Management sold 1,542 Annaly Capital Management shares in Q4 2020, an estimated $47.7K.
  • Annaly Capital Management made up 0.22% of Alterna Wealth Management's portfolio in Q4 2020, its #79 holding.
  • Alterna Wealth Management first reported a position in Annaly Capital Management in Q3 2020 and has held it in 2 quarters since.
  • Alterna Wealth Management's Annaly Capital Management position peaked at $193K in Q3 2020.
  • 697 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.