GWMIA
NLY icon

Global Wealth Management Investment Advisory’s Annaly Capital Management NLY Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-13,972
Closed -$263K – 493
2023
Q3 		$263K Buy
13,972
+1,192
+9% +$23.7K 0.07% 128
2023
Q2 		$256K Buy
12,780
+815
+7% +$15.8K 0.07% 129
2023
Q1 		$229K Buy
11,965
+622
+5% +$13.1K 0.07% 128
2022
Q4 		$239K Sell
11,343
-4,536
-29% -$89.2K 0.08% 121
2022
Q3 		$272K Buy
15,879
+2,064
+15% +$52K 0.1% 122
2022
Q2 		$327K Buy
13,815
+2,832
+26% +$73.4K 0.11% 118
2022
Q1 		$309K Buy
10,983
+1,977
+22% +$58.8K 0.09% 126
2021
Q4 		$282K Buy
9,006
+1,712
+23% +$57.5K 0.08% 129
2021
Q3 		$246K Buy
7,294
+1,622
+29% +$55.8K 0.08% 126
2021
Q2 		$201K Buy
5,672
+1,665
+42% +$60.5K 0.07% 126
2021
Q1 		$138K Buy
4,007
+474
+13% +$16.1K 0.05% 139
2020
Q4 		$119K Buy
3,533
+242
+7% +$7.49K 0.05% 134
2020
Q3 		$94K Sell
3,291
-475
-13% -$13.8K 0.04% 136
2020
Q2 		$99K Buy
3,766
+1,322
+54% +$32.7K 0.04% 151
2020
Q1 		$50K Buy
2,444
+1,679
+219% +$59.1K 0.03% 171
2019
Q4 		$29K Buy
765
+174
+29% +$6.34K 0.01% 229
2019
Q3 		$21K Buy
591
+20
+4% +$721 0.01% 242
2019
Q2 		$21K Sell
571
-2,447
-81% -$93.2K 0.01% 268
2019
Q1 		$121K Sell
3,018
-828
-22% -$33.8K 0.06% 142
2018
Q4 		$151K Buy
+3,846
New +$154K 0.09% 147

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Global Wealth Management Investment Advisory's NLY Position: Q4 2023 in Review

Global Wealth Management Investment Advisory sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 13,972 shares — an estimated $263K sold.

Global Wealth Management Investment Advisory first reported a position in NLY in Q4 2018 and held it in 20 quarters. The position peaked at $327K in Q2 2022. 570 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

  • Global Wealth Management Investment Advisory reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 13,972 Annaly Capital Management shares in Q4 2023, an estimated $263K.
  • Global Wealth Management Investment Advisory first reported a position in Annaly Capital Management in Q4 2018 and held it in 20 quarters.
  • Global Wealth Management Investment Advisory's Annaly Capital Management position peaked at $327K in Q2 2022.
  • 570 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.