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LGT Financial Advisors’s Annaly Capital Management NLY Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-628
Closed -$12.2K – 828
2023
Q4 		$12.2K Sell
628
-181
-22% -$3.23K 0.01% 448
2023
Q3 		$15.2K Buy
+809
New +$16.1K 0.02% 404

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's NLY Position: Q1 2024 in Review

LGT Financial Advisors sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 628 shares — an estimated $12.2K sold.

LGT Financial Advisors first reported a position in NLY in Q3 2023 and held it in 2 quarters. The position peaked at $15.2K in Q3 2023. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • LGT Financial Advisors reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 628 Annaly Capital Management shares in Q1 2024, an estimated $12.2K.
  • LGT Financial Advisors first reported a position in Annaly Capital Management in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Annaly Capital Management position peaked at $15.2K in Q3 2023.
  • 577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.