Lumature Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$537 Buy
27
+1
+4% +$19 ﹤0.01% 371
2023
Q1
$496 Buy
26
+1
+4% +$21 ﹤0.01% 376
2022
Q4
$527 Hold
25
﹤0.01% 378
2022
Q3
$0 Buy
+25
New +$630 ﹤0.01% 407

Other funds holding NLY

Lumature Wealth Partners's NLY Position: Q2 2023 in Review

Lumature Wealth Partners increased its Annaly Capital Management (NLY) stake by 3.8% in Q2 2023, buying an estimated $19 and bringing the position to 27 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Lumature Wealth Partners first reported a position in NLY in Q3 2022 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

  • Lumature Wealth Partners held 27 shares of Annaly Capital Management worth $537 as of Q2 2023.
  • Lumature Wealth Partners bought 1 Annaly Capital Management share in Q2 2023, an estimated $19.
  • Annaly Capital Management made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #371 holding.
  • Lumature Wealth Partners first reported a position in Annaly Capital Management in Q3 2022 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.