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Confluence Wealth Services’s Annaly Capital Management NLY Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,156
Closed -$36K – 834
2021
Q4 		$36K Buy
+1,156
New +$38.9K 0.01% 561

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Confluence Wealth Services's NLY Position: Q1 2022 in Review

Confluence Wealth Services sold out of Annaly Capital Management (NLY) in Q1 2022, closing a stake of 1,156 shares — an estimated $36K sold.

Confluence Wealth Services first reported a position in NLY in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 739 funds tracked by Wall St. Rank hold NLY as of Q1 2022.

  • Confluence Wealth Services reported no remaining Annaly Capital Management position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,156 Annaly Capital Management shares in Q1 2022, an estimated $36K.
  • Confluence Wealth Services first reported a position in Annaly Capital Management in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Annaly Capital Management position peaked at $36K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.