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Financial Advocates Investment Management’s Annaly Capital Management NLY Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-3,872
Closed -$92K – 804
2022
Q2 		$92K Sell
3,872
-212
-5% -$5.49K 0.01% 658
2022
Q1 		$115K Buy
4,084
+2
+0% +$59 0.01% 707
2021
Q4 		$127K Buy
4,082
+15
+0.4% +$504 0.01% 747
2021
Q3 		$137K Sell
4,067
-771
-16% -$26.5K 0.01% 716
2021
Q2 		$172K Sell
4,838
-92
-2% -$3.34K 0.01% 709
2021
Q1 		$169K Sell
4,930
-1,409
-22% -$47.7K 0.01% 718
2020
Q4 		$214K Sell
6,339
-347
-5% -$10.7K 0.01% 665
2020
Q3 		$190K Sell
6,686
-298
-4% -$8.63K 0.02% 592
2020
Q2 		$184K Buy
+6,984
New +$173K 0.02% 573
2018
Q3 		– Sell
-3,354
Closed -$139K – 520
2018
Q2 		$139K Sell
3,354
-18
-0.5% -$750 0.02% 473
2018
Q1 		$140K Buy
+3,372
New +$144K 0.02% 470

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Financial Advocates Investment Management's NLY Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,872 shares — an estimated $92K sold.

Financial Advocates Investment Management first reported a position in NLY in Q1 2018 and held it in 11 quarters. The position peaked at $214K in Q4 2020. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,872 Annaly Capital Management shares in Q3 2022, an estimated $92K.
  • Financial Advocates Investment Management first reported a position in Annaly Capital Management in Q1 2018 and held it in 11 quarters.
  • Financial Advocates Investment Management's Annaly Capital Management position peaked at $214K in Q4 2020.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.