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Capital Performance Advisors’s Annaly Capital Management NLY Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-77
Closed -$1.54K – 1781
2024
Q3 		$1.54K Buy
+77
New +$1.54K ﹤0.01% 1688

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Capital Performance Advisors's NLY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 77 shares — an estimated $1.54K sold.

Capital Performance Advisors first reported a position in NLY in Q3 2024 and held it in 1 quarter. The position peaked at $1.54K in Q3 2024. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 77 Annaly Capital Management shares in Q4 2024, an estimated $1.54K.
  • Capital Performance Advisors first reported a position in Annaly Capital Management in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Annaly Capital Management position peaked at $1.54K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.