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First Personal Financial Services’s Annaly Capital Management NLY Stock Holding History

First Personal Financial Services’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
2021
Q4 		– Sell
-9
Closed – – 357
2021
Q3 		$0 Hold
9
– – ﹤0.01% 320
2021
Q2 		$0 Hold
9
– – ﹤0.01% 320
2021
Q1 		$0 Buy
+9
New +$305 ﹤0.01% 321
2015
Q3 		– Sell
-174
Closed -$7K – 477
2015
Q2 		$7K Hold
174
– – ﹤0.01% 297
2015
Q1 		$8K Hold
174
– – ﹤0.01% 293
2014
Q4 		$7K Buy
+174
New +$7.87K ﹤0.01% 285

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

First Personal Financial Services's NLY Position: Q4 2021 in Review

First Personal Financial Services sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 9 shares.

First Personal Financial Services first reported a position in NLY in Q4 2014 and held it in 6 quarters. The position peaked at $8K in Q1 2015. 762 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • First Personal Financial Services reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
  • First Personal Financial Services sold 9 Annaly Capital Management shares in Q4 2021.
  • First Personal Financial Services first reported a position in Annaly Capital Management in Q4 2014 and held it in 6 quarters.
  • First Personal Financial Services's Annaly Capital Management position peaked at $8K in Q1 2015.
  • 762 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on First Personal Financial Services's 13F filing for Q4 2021, filed 4 Feb 2022.