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

Carolina 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
2024
Q4 		– Sell
-82
Closed -$1.65K – 333
2024
Q3 		$1.65K Buy
+82
New +$1.64K ﹤0.01% 288

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

Carolina Wealth Advisors's NLY Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 82 shares — an estimated $1.65K sold.

Carolina Wealth Advisors first reported a position in NLY in Q3 2024 and held it in 1 quarter. The position peaked at $1.65K in Q3 2024. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 82 Annaly Capital Management shares in Q4 2024, an estimated $1.65K.
  • Carolina Wealth Advisors first reported a position in Annaly Capital Management in Q3 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's Annaly Capital Management position peaked at $1.65K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.