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Carl Stuart Investment Advisor’s Annaly Capital Management NLY Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-750
Closed -$211K – 73
2022
Q1 		$211K Buy
+750
New +$22.3K 0.02% 96

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Carl Stuart Investment Advisor's NLY Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Annaly Capital Management (NLY) in Q2 2022, closing a stake of 750 shares — an estimated $211K sold.

Carl Stuart Investment Advisor first reported a position in NLY in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 761 funds tracked by Wall St. Rank hold NLY as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Annaly Capital Management position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 750 Annaly Capital Management shares in Q2 2022, an estimated $211K.
  • Carl Stuart Investment Advisor first reported a position in Annaly Capital Management in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Annaly Capital Management position peaked at $211K in Q1 2022.
  • 761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.