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Congress Wealth Management’s Annaly Capital Management NLY Stock Holding History

Congress Wealth Management’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
-5,447
Closed -$171K – 628
2021
Q4 		$171K Buy
+5,447
New +$183K ﹤0.01% 596

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State Street
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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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Congress Wealth Management's NLY Position: Q1 2022 in Review

Congress Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2022, closing a stake of 5,447 shares — an estimated $171K sold.

Congress Wealth Management first reported a position in NLY in Q4 2021 and held it in 1 quarter. The position peaked at $171K in Q4 2021. 739 funds tracked by Wall St. Rank hold NLY as of Q1 2022.

  • Congress Wealth Management reported no remaining Annaly Capital Management position as of Q1 2022 after selling out during the quarter.
  • Congress Wealth Management sold 5,447 Annaly Capital Management shares in Q1 2022, an estimated $171K.
  • Congress Wealth Management first reported a position in Annaly Capital Management in Q4 2021 and held it in 1 quarter.
  • Congress Wealth Management's Annaly Capital Management position peaked at $171K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2022.

Based on Congress Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.