FWA
NLY icon

Freedom Wealth Alliance’s Annaly Capital Management NLY Stock Holding History

Freedom Wealth 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
Q1 		– Sell
-3,579
Closed -$75.4K – 317
2022
Q4 		$75.4K Buy
+3,579
New +$70.4K 0.11% 97

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Freedom Wealth Alliance's NLY Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Annaly Capital Management (NLY) in Q1 2023, closing a stake of 3,579 shares — an estimated $75.4K sold.

Freedom Wealth Alliance first reported a position in NLY in Q4 2022 and held it in 1 quarter. The position peaked at $75.4K in Q4 2022. 561 funds tracked by Wall St. Rank hold NLY as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Annaly Capital Management position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 3,579 Annaly Capital Management shares in Q1 2023, an estimated $75.4K.
  • Freedom Wealth Alliance first reported a position in Annaly Capital Management in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Annaly Capital Management position peaked at $75.4K in Q4 2022.
  • 561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.