Bartlett & Co Wealth Management
NLY.PRI icon

Bartlett & Co Wealth Management’s Annaly Capital Management Series I NLY.PRI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio NLY.PRI Stock Details NLY.PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,000
Closed -$48.6K – 1186
2023
Q4 		$48.6K Buy
+2,000
New +$47.7K ﹤0.01% 711

Bartlett & Co Wealth Management's NLY.PRI Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Annaly Capital Management Series I (NLY.PRI) in Q1 2024, closing a stake of 2,000 shares — an estimated $48.6K sold.

Bartlett & Co Wealth Management first reported a position in NLY.PRI in Q4 2023 and held it in 1 quarter. The position peaked at $48.6K in Q4 2023. 0 funds tracked by Wall St. Rank hold NLY.PRI as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Annaly Capital Management Series I position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,000 Annaly Capital Management Series I shares in Q1 2024, an estimated $48.6K.
  • Bartlett & Co Wealth Management first reported a position in Annaly Capital Management Series I in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Annaly Capital Management Series I position peaked at $48.6K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Annaly Capital Management Series I as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.