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Founders Financial Alliance’s Annaly Capital Management NLY Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-29,946
Closed -$599K – 501
2023
Q2 		$599K Buy
29,946
+1,379
+5% +$26.8K 0.24% 92
2023
Q1 		$546K Buy
28,567
+431
+2% +$9.09K 0.27% 88
2022
Q4 		$593K Buy
28,136
+7,901
+39% +$155K 0.27% 86
2022
Q3 		$347K Buy
20,235
+4,582
+29% +$115K 0.18% 130
2022
Q2 		$370K Buy
15,653
+6,110
+64% +$158K 0.19% 125
2022
Q1 		$269K Buy
9,543
+5,079
+114% +$151K 0.12% 167
2021
Q4 		$140K Sell
4,464
-419
-9% -$14.1K 0.06% 276
2021
Q3 		$165K Sell
4,883
-234
-5% -$8.05K 0.08% 239
2021
Q2 		$182K Buy
5,117
+307
+6% +$11.1K 0.08% 242
2021
Q1 		$170K Sell
4,810
-105
-2% -$3.56K 0.08% 234
2020
Q4 		$164K Buy
4,915
+47
+1% +$1.45K 0.09% 207
2020
Q3 		$139K Buy
+4,868
New +$141K 0.08% 205

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Alliance's NLY Position: Q3 2023 in Review

Founders Financial Alliance sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 29,946 shares — an estimated $599K sold.

Founders Financial Alliance first reported a position in NLY in Q3 2020 and held it in 12 quarters. The position peaked at $599K in Q2 2023. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

  • Founders Financial Alliance reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
  • Founders Financial Alliance sold 29,946 Annaly Capital Management shares in Q3 2023, an estimated $599K.
  • Founders Financial Alliance first reported a position in Annaly Capital Management in Q3 2020 and held it in 12 quarters.
  • Founders Financial Alliance's Annaly Capital Management position peaked at $599K in Q2 2023.
  • 547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Founders Financial Alliance's 13F filing for Q3 2023, filed 13 Nov 2023.