Jamison Private Wealth Management’s Annaly Capital Management NLY Stock Holding History

Jamison Private 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	–	Sell	-1,354	Closed	-$26.7K	–	500
2024 Q1	$26.7K	Buy	1,354 +45	+3%	+$868	﹤0.01%	283
2023 Q4	$25.4K	Buy	1,309 +51	+4%	+$910	﹤0.01%	265
2023 Q3	$23.7K	Buy	+1,258	New	+$25K	﹤0.01%	262

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

Jamison Private Wealth Management's NLY Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 1,354 shares — an estimated $26.7K sold.

Jamison Private Wealth Management first reported a position in NLY in Q3 2023 and held it in 3 quarters. The position peaked at $26.7K in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Jamison Private Wealth Management reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,354 Annaly Capital Management shares in Q2 2024, an estimated $26.7K.
Jamison Private Wealth Management first reported a position in Annaly Capital Management in Q3 2023 and held it in 3 quarters.
Jamison Private Wealth Management's Annaly Capital Management position peaked at $26.7K in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.