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

BlueSky 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
Q3 		– Sell
-11,437
Closed -$229K – 75
2023
Q2 		$229K Buy
+11,437
New +$222K 0.05% 72

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Northern Trust
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Bank of New York Mellon
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
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BlueSky Wealth Advisors's NLY Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 11,437 shares — an estimated $229K sold.

BlueSky Wealth Advisors first reported a position in NLY in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 11,437 Annaly Capital Management shares in Q3 2023, an estimated $229K.
  • BlueSky Wealth Advisors first reported a position in Annaly Capital Management in Q2 2023 and held it in 1 quarter.
  • BlueSky Wealth Advisors's Annaly Capital Management position peaked at $229K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.