Baldwin Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-4,000	Closed	-$80.3K	–	746
2024 Q3	$80.3K	Hold	4,000	–	–	0.01%	448
2024 Q2	$76.2K	Hold	4,000	–	–	0.01%	295
2024 Q1	$78.8K	Hold	4,000	–	–	0.01%	301
2023 Q4	$77.5K	Hold	4,000	–	–	0.01%	308
2023 Q3	$75.2K	Hold	4,000	–	–	0.01%	337
2023 Q2	$80K	Buy	4,000 +1,000	+33%	+$19.4K	0.01%	347
2023 Q1	$57.3K	Hold	3,000	–	–	0.01%	408
2022 Q4	$63.2K	Buy	3,000 +1,500	+100%	+$29.5K	0.01%	380
2022 Q3	$26K	Hold	1,500	–	–	﹤0.01%	422
2022 Q2	$35K	Hold	1,500	–	–	﹤0.01%	401
2022 Q1	$42K	Hold	1,500	–	–	﹤0.01%	395
2021 Q4	$47K	Hold	1,500	–	–	﹤0.01%	353
2021 Q3	$51K	Hold	1,500	–	–	0.01%	347
2021 Q2	$53K	Hold	1,500	–	–	0.01%	351
2021 Q1	$52K	Buy	1,500 +1,250	+500%	+$42.3K	0.01%	340
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	472
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	453
2020 Q2	$7K	Buy	+250	New	+$6.17K	﹤0.01%	454

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Baldwin Wealth Partners's NLY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 4,000 shares — an estimated $80.3K sold.

Baldwin Wealth Partners first reported a position in NLY in Q2 2020 and held it in 18 quarters. The position peaked at $80.3K in Q3 2024. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

Baldwin Wealth Partners reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4,000 Annaly Capital Management shares in Q4 2024, an estimated $80.3K.
Baldwin Wealth Partners first reported a position in Annaly Capital Management in Q2 2020 and held it in 18 quarters.
Baldwin Wealth Partners's Annaly Capital Management position peaked at $80.3K in Q3 2024.
630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.