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Core Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Core Wealth Partners’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
2023
Q1 		– Sell
-8,801
Closed -$243K – 127
2022
Q4 		$243K Buy
+8,801
New +$173K 0.27% 81

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Geode Capital Management
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Marshall Wace
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Northern Trust
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Norges Bank
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
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Core Wealth Partners's NLY Position: Q1 2023 in Review

Core Wealth Partners sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 8,801 shares — an estimated $243K sold.

Core Wealth Partners first reported a position in NLY in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 561 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

  • Core Wealth Partners reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
  • Core Wealth Partners sold 8,801 Annaly Capital Management shares in Q1 2023, an estimated $243K.
  • Core Wealth Partners first reported a position in Annaly Capital Management in Q4 2022 and held it in 1 quarter.
  • Core Wealth Partners's Annaly Capital Management position peaked at $243K in Q4 2022.
  • 561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on Core Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.