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Coppell Advisory Solutions’s Annaly Capital Management NLY Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-854
Closed -$16K – 1323
2024
Q4 		$16K Buy
854
+250
+41% +$4.88K ﹤0.01% 947
2024
Q3 		$12.5K Sell
604
-525
-47% -$10.5K ﹤0.01% 1014
2024
Q2 		$21.5K Buy
+1,129
New +$21.9K ﹤0.01% 758
2023
Q4 		$77 Sell
4
-8
-67% -$143 ﹤0.01% 1659
2023
Q3 		$253 Buy
12
+5
+71% +$99 ﹤0.01% 1092
2023
Q2 		$140 Buy
+7
New +$136 ﹤0.01% 1357
2023
Q1 		– Sell
-12
Closed -$253 – 764
2022
Q4 		$253 Buy
+12
New +$236 ﹤0.01% 1093

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions's NLY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 854 shares — an estimated $16K sold.

Coppell Advisory Solutions first reported a position in NLY in Q4 2022 and held it in 7 quarters. The position peaked at $21.5K in Q2 2024. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 854 Annaly Capital Management shares in Q1 2025, an estimated $16K.
  • Coppell Advisory Solutions first reported a position in Annaly Capital Management in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Annaly Capital Management position peaked at $21.5K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.