ICA Group Wealth Management’s Annaly Capital Management NLY Stock Holding History

ICA Group 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 Q2	$14K	Hold	737	–	–	0.01%	424
2024 Q1	$14.5K	Hold	737	–	–	﹤0.01%	820
2023 Q4	$14.3K	Buy	+737	New	+$13.1K	﹤0.01%	803
2023 Q3	–	Sell	-187	Closed	-$3.74K	–	843
2023 Q2	$3.74K	Hold	187	–	–	﹤0.01%	1038
2023 Q1	$3.57K	Hold	187	–	–	﹤0.01%	1010
2022 Q4	$4.06K	Buy	+187	New	+$3.68K	﹤0.01%	1013

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's NLY Position: Q2 2024 in Review

ICA Group Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2024 at 737 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #424.

ICA Group Wealth Management first reported a position in NLY in Q4 2022 and has held it in 6 quarters since. The position peaked at $14.5K in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

ICA Group Wealth Management held 737 shares of Annaly Capital Management worth $14K as of Q2 2024.
ICA Group Wealth Management left its Annaly Capital Management share count unchanged in Q2 2024.
Annaly Capital Management made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #424 holding.
ICA Group Wealth Management first reported a position in Annaly Capital Management in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Annaly Capital Management position peaked at $14.5K in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.