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Focused Wealth Management’s Annaly Capital Management NLY Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-932
Closed -$18.1K – 678
2023
Q4 		$18.1K Hold
932
– – ﹤0.01% 453
2023
Q3 		$17.5K Hold
932
– – ﹤0.01% 449
2023
Q2 		$18.6K Hold
932
– – ﹤0.01% 444
2023
Q1 		$17.8K Buy
+932
New +$19.7K ﹤0.01% 452
2022
Q4 		– Sell
-897
Closed -$15K – 1143
2022
Q3 		$15K Sell
897
-1
-0.1% -$25 ﹤0.01% 443
2022
Q2 		$21K Hold
898
– – ﹤0.01% 403
2022
Q1 		$25K Hold
898
– – ﹤0.01% 409
2021
Q4 		$28K Buy
898
+23
+3% +$773 ﹤0.01% 440
2021
Q3 		$29K Buy
+875
New +$30.1K ﹤0.01% 444
2020
Q2 		– Sell
-105
Closed -$2K – 803
2020
Q1 		$2K Hold
105
– – ﹤0.01% 616
2019
Q4 		$4K Hold
105
– – ﹤0.01% 600
2019
Q3 		$4K Hold
105
– – ﹤0.01% 594
2019
Q2 		$4K Buy
+105
New +$4K ﹤0.01% 623
2015
Q4 		– Sell
-106
Closed -$4K – 707
2015
Q3 		$4K Buy
106
+3
+3% +$120 ﹤0.01% 522
2015
Q2 		$4K Buy
103
+3
+3% +$121 ﹤0.01% 531
2015
Q1 		$4K Buy
100
+3
+3% +$128 ﹤0.01% 556
2014
Q4 		$4K Buy
97
+2
+2% +$90 ﹤0.01% 535
2014
Q3 		$4K Buy
95
+3
+3% +$137 ﹤0.01% 546
2014
Q2 		$4K Buy
92
+2
+2% +$92 ﹤0.01% 538
2014
Q1 		$4K Sell
90
-343
-79% -$14.8K ﹤0.01% 513
2013
Q4 		$17K Buy
433
+173
+67% +$7.51K 0.01% 320
2013
Q3 		$12K Buy
+260
New +$12.2K 0.01% 337

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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's NLY Position: Q1 2024 in Review

Focused Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 932 shares — an estimated $18.1K sold.

Focused Wealth Management first reported a position in NLY in Q3 2013 and held it in 22 quarters. The position peaked at $29K in Q3 2021. 578 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • Focused Wealth Management reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 932 Annaly Capital Management shares in Q1 2024, an estimated $18.1K.
  • Focused Wealth Management first reported a position in Annaly Capital Management in Q3 2013 and held it in 22 quarters.
  • Focused Wealth Management's Annaly Capital Management position peaked at $29K in Q3 2021.
  • 578 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.