AWM
NLY icon

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

Avior 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
2025
Q1 		– Sell
-1,255
Closed -$23K – 1777
2024
Q4 		$23K Hold
1,255
– – ﹤0.01% 1379
2024
Q3 		$25.2K Buy
1,255
+850
+210% +$17K ﹤0.01% 1326
2024
Q2 		$7.72K Hold
405
– – ﹤0.01% 1590
2024
Q1 		$7.97K Buy
405
+147
+57% +$2.83K ﹤0.01% 1940
2023
Q4 		$5K Hold
258
– – ﹤0.01% 1143
2023
Q3 		$4.85K Hold
258
– – ﹤0.01% 1196
2023
Q2 		$5.16K Sell
258
-11,250
-98% -$219K ﹤0.01% 1156
2023
Q1 		$220K Buy
11,508
+11,250
+4,360% +$237K 0.02% 512
2022
Q4 		$5.44K Hold
258
– – ﹤0.01% 938
2022
Q3 		$4K Buy
258
+179
+227% +$4.51K ﹤0.01% 964
2022
Q2 		$1K Sell
79
-27
-25% -$699 ﹤0.01% 1011
2022
Q1 		$2K Buy
106
+3
+3% +$89 ﹤0.01% 992
2021
Q4 		$3K Buy
+103
New +$3.46K ﹤0.01% 942
2021
Q1 		– Sell
-45
Closed -$1K – 1100
2020
Q4 		$1K Buy
+45
New +$1.39K ﹤0.01% 931
2019
Q3 		– Sell
-500
Closed -$18K – 839
2019
Q2 		$18K Buy
+500
New +$19.1K ﹤0.01% 539
2017
Q1 		– Sell
-27
Closed -$1K – 515
2016
Q4 		$1K Buy
+27
New +$1.1K ﹤0.01% 481
2015
Q4 		– Sell
-100
Closed -$4K – 467
2015
Q3 		$4K Buy
+100
New +$4K ﹤0.01% 340

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avior Wealth Management's NLY Position: Q1 2025 in Review

Avior Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 1,255 shares — an estimated $23K sold.

Avior Wealth Management first reported a position in NLY in Q3 2015 and held it in 17 quarters. The position peaked at $220K in Q1 2023. 651 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • Avior Wealth Management reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,255 Annaly Capital Management shares in Q1 2025, an estimated $23K.
  • Avior Wealth Management first reported a position in Annaly Capital Management in Q3 2015 and held it in 17 quarters.
  • Avior Wealth Management's Annaly Capital Management position peaked at $220K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.