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Compass Financial Advisors’s Annaly Capital Management NLY Stock Holding History

Compass Financial 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
2022
Q3 		– Sell
-4,638
Closed -$110K – 121
2022
Q2 		$110K Buy
4,638
+10
+0.2% +$259 0.15% 124
2022
Q1 		$130K Buy
4,628
+8
+0.2% +$238 0.14% 136
2021
Q4 		$145K Buy
+4,620
New +$155K 0.16% 136

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Compass Financial Advisors's NLY Position: Q3 2022 in Review

Compass Financial Advisors sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 4,638 shares — an estimated $110K sold.

Compass Financial Advisors first reported a position in NLY in Q4 2021 and held it in 3 quarters. The position peaked at $145K in Q4 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Compass Financial Advisors reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 4,638 Annaly Capital Management shares in Q3 2022, an estimated $110K.
  • Compass Financial Advisors first reported a position in Annaly Capital Management in Q4 2021 and held it in 3 quarters.
  • Compass Financial Advisors's Annaly Capital Management position peaked at $145K in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Compass Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.