BDO Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$56K	Sell	2,801 -633	-18%	-$12.3K	0.01%	414
2023 Q1	$65.6K	Buy	3,434 +85	+3%	+$1.79K	0.01%	375
2022 Q4	$70.6K	Sell	3,349 -1,012	-23%	-$19.9K	0.01%	368
2022 Q3	$75K	Buy	4,361 +63	+1%	+$1.59K	0.01%	357
2022 Q2	$102K	Sell	4,298 -2	-0%	-$52	0.01%	325
2022 Q1	$121K	Sell	4,300 -26	-0.6%	-$773	0.01%	319
2021 Q4	$135K	Sell	4,326 -4,128	-49%	-$139K	0.01%	321
2021 Q3	$285K	Sell	8,454 -3,620	-30%	-$125K	0.03%	239
2021 Q2	$429K	Sell	12,074 -1,341	-10%	-$48.7K	0.05%	205
2021 Q1	$461K	Buy	13,415 +13,354	+21,892%	+$452K	0.05%	185
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	782
2020 Q3	$2K	Buy	+61	New	+$1.77K	﹤0.01%	703
2020 Q1	–	Sell	-118	Closed	-$4K	–	797
2019 Q4	$4K	Sell	118 -178	-60%	-$6.49K	﹤0.01%	523
2019 Q3	$10K	Buy	296 +118	+66%	+$4.25K	﹤0.01%	458
2019 Q2	$7K	Buy	+178	New	+$6.78K	﹤0.01%	474

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BDO Wealth Advisors's NLY Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Annaly Capital Management (NLY) stake by 18% in Q2 2023, selling an estimated $12.3K and leaving 2,801 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #414.

BDO Wealth Advisors first reported a position in NLY in Q2 2019 and has held it in 15 quarters since. The position peaked at $461K in Q1 2021. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

BDO Wealth Advisors held 2,801 shares of Annaly Capital Management worth $56K as of Q2 2023.
BDO Wealth Advisors sold 633 Annaly Capital Management shares in Q2 2023, an estimated $12.3K.
Annaly Capital Management made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #414 holding.
BDO Wealth Advisors first reported a position in Annaly Capital Management in Q2 2019 and has held it in 15 quarters since.
BDO Wealth Advisors's Annaly Capital Management position peaked at $461K in Q1 2021.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.