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Amplius Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-500
Closed -$15K – 647
2021
Q4 		$15K Buy
+500
New +$16.8K ﹤0.01% 522

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's NLY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2022, closing a stake of 500 shares — an estimated $15K sold.

Amplius Wealth Advisors first reported a position in NLY in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 739 funds tracked by Wall St. Rank hold NLY as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 500 Annaly Capital Management shares in Q1 2022, an estimated $15K.
  • Amplius Wealth Advisors first reported a position in Annaly Capital Management in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Annaly Capital Management position peaked at $15K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.