Legacy Financial Group (Iowa)’s Annaly Capital Management NLY Stock Holding History

Legacy Financial Group (Iowa)’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	-250	Closed	-$4.7K	–	342
2023 Q3	$4.7K	Buy	+250	New	+$4.97K	﹤0.01%	388
2022 Q3	–	Sell	-16,032	Closed	-$379K	–	41
2022 Q2	$379K	Sell	16,032 -2,171	-12%	-$56.2K	0.12%	37
2022 Q1	$513K	Buy	18,203 +11,211	+160%	+$333K	0.15%	38
2021 Q4	$222K	Sell	6,992 -9,108	-57%	-$306K	0.1%	34
2021 Q3	$542K	Buy	16,100 +294	+2%	+$10.1K	0.16%	49
2021 Q2	$561K	Buy	15,806 +1,260	+9%	+$45.8K	0.17%	51
2021 Q1	$500K	Sell	14,546 -59	-0.4%	-$2K	0.17%	48
2020 Q4	$494K	Buy	+14,605	New	+$452K	0.19%	50

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Legacy Financial Group (Iowa)'s NLY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 250 shares — an estimated $4.7K sold.

Legacy Financial Group (Iowa) first reported a position in NLY in Q4 2020 and held it in 8 quarters. The position peaked at $561K in Q2 2021. 569 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 250 Annaly Capital Management shares in Q4 2023, an estimated $4.7K.
Legacy Financial Group (Iowa) first reported a position in Annaly Capital Management in Q4 2020 and held it in 8 quarters.
Legacy Financial Group (Iowa)'s Annaly Capital Management position peaked at $561K in Q2 2021.
569 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.