BWS
NLY icon

Buck Wealth Strategies’s Annaly Capital Management NLY Stock Holding History

Buck Wealth Strategies’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
-300
Closed -$6K – 386
2023
Q2 		$6K Buy
+300
New +$5.83K ﹤0.01% 177

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buck Wealth Strategies's NLY Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 300 shares — an estimated $6K sold.

Buck Wealth Strategies first reported a position in NLY in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

  • Buck Wealth Strategies reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 300 Annaly Capital Management shares in Q3 2023, an estimated $6K.
  • Buck Wealth Strategies first reported a position in Annaly Capital Management in Q2 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Annaly Capital Management position peaked at $6K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.