Baker Tilly Wealth Management’s Annaly Capital Management NLY Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-10,262	Closed	-$202K	–	367
2024 Q1	$202K	Hold	10,262	–	–	0.04%	405
2023 Q4	$199K	Sell	10,262 -99	-1%	-$1.77K	0.03%	454
2023 Q3	$195K	Buy	+10,361	New	+$206K	0.03%	439
2022 Q3	–	Sell	-7,852	Closed	-$186K	–	526
2022 Q2	$186K	Sell	7,852 -1	-0%	-$26	0.02%	472
2022 Q1	$221K	Buy	7,853 +255	+3%	+$7.58K	0.02%	483
2021 Q4	$238K	Sell	7,598 -289	-4%	-$9.71K	0.03%	470
2021 Q3	$266K	Buy	7,887 +164	+2%	+$5.64K	0.04%	431
2021 Q2	$274K	Sell	7,723 -1,467	-16%	-$53.3K	0.04%	418
2021 Q1	$316K	Sell	9,190 -942	-9%	-$31.9K	0.06%	348
2020 Q4	$342K	Buy	+10,132	New	+$314K	0.11%	214

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baker Tilly Wealth Management's NLY Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 10,262 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in NLY in Q4 2020 and held it in 10 quarters. The position peaked at $342K in Q4 2020. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 10,262 Annaly Capital Management shares in Q2 2024, an estimated $202K.
Baker Tilly Wealth Management first reported a position in Annaly Capital Management in Q4 2020 and held it in 10 quarters.
Baker Tilly Wealth Management's Annaly Capital Management position peaked at $342K in Q4 2020.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.