Core Wealth Advisors (Florida)’s Annaly Capital Management NLY Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-1,450	Closed	-$28.6K	–	177
2024 Q1	$28.6K	Hold	1,450	–	–	0.01%	127
2023 Q4	$28.1K	Buy	1,450 +1,000	+222%	+$17.8K	0.01%	123
2023 Q3	$8.46K	Hold	450	–	–	﹤0.01%	171
2023 Q2	$9.01K	Hold	450	–	–	﹤0.01%	163
2023 Q1	$8.6K	Hold	450	–	–	﹤0.01%	168
2022 Q4	$9.49K	Sell	450 -325	-42%	-$6.39K	﹤0.01%	166
2022 Q3	$13K	Sell	775 -1,165	-60%	-$29.4K	0.01%	127
2022 Q2	$46K	Buy	1,940 +450	+30%	+$11.7K	0.03%	72
2022 Q1	$42K	Buy	1,490 +162	+12%	+$4.82K	0.02%	87
2021 Q4	$42K	Sell	1,328 -158	-11%	-$5.31K	0.03%	96
2021 Q3	$50K	Hold	1,486	–	–	0.03%	79
2021 Q2	$53K	Hold	1,486	–	–	0.04%	69
2021 Q1	$51K	Buy	1,486 +68	+5%	+$2.3K	0.05%	60
2020 Q4	$48K	Hold	1,418	–	–	0.04%	55
2020 Q3	$40K	Hold	1,418	–	–	0.04%	57
2020 Q2	$37K	Buy	1,418 +215	+18%	+$5.31K	0.03%	61
2020 Q1	$24K	Buy	1,203 +93	+8%	+$3.27K	0.02%	65
2019 Q4	$42K	Buy	+1,110	New	+$40.5K	0.02%	59

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s NLY Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 1,450 shares — an estimated $28.6K sold.

Core Wealth Advisors (Florida) first reported a position in NLY in Q4 2019 and held it in 18 quarters. The position peaked at $53K in Q2 2021. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,450 Annaly Capital Management shares in Q2 2024, an estimated $28.6K.
Core Wealth Advisors (Florida) first reported a position in Annaly Capital Management in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Annaly Capital Management position peaked at $53K in Q2 2021.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.