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Avidian Wealth Enterprises’s Annaly Capital Management NLY Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-2,507
Closed -$59K – 448
2022
Q2 		$59K Hold
2,507
– – ﹤0.01% 440
2022
Q1 		$71K Sell
2,507
-54
-2% -$1.6K ﹤0.01% 476
2021
Q4 		$80K Buy
2,561
+54
+2% +$1.81K 0.01% 512
2021
Q3 		$84K Buy
+2,507
New +$86.3K 0.01% 376

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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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avidian Wealth Enterprises's NLY Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,507 shares — an estimated $59K sold.

Avidian Wealth Enterprises first reported a position in NLY in Q3 2021 and held it in 4 quarters. The position peaked at $84K in Q3 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,507 Annaly Capital Management shares in Q3 2022, an estimated $59K.
  • Avidian Wealth Enterprises first reported a position in Annaly Capital Management in Q3 2021 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Annaly Capital Management position peaked at $84K in Q3 2021.
  • 553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.