Mills Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Mills Wealth 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 Q4	–	Sell	-11,748	Closed	-$236K	–	64
2024 Q3	$236K	Hold	11,748	–	–	0.16%	50
2024 Q2	$224K	Hold	11,748	–	–	0.16%	47
2024 Q1	$231K	Hold	11,748	–	–	0.17%	47
2023 Q4	$228K	Sell	11,748 -119	-1%	-$2.12K	0.17%	44
2023 Q3	$223K	Buy	11,867 +1,659	+16%	+$33K	0.18%	42
2023 Q2	$204K	Buy	+10,208	New	+$198K	0.16%	44

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Mills Wealth Advisors's NLY Position: Q4 2024 in Review

Mills Wealth Advisors sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 11,748 shares — an estimated $236K sold.

Mills Wealth Advisors first reported a position in NLY in Q2 2023 and held it in 6 quarters. The position peaked at $236K in Q3 2024. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

Mills Wealth Advisors reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
Mills Wealth Advisors sold 11,748 Annaly Capital Management shares in Q4 2024, an estimated $236K.
Mills Wealth Advisors first reported a position in Annaly Capital Management in Q2 2023 and held it in 6 quarters.
Mills Wealth Advisors's Annaly Capital Management position peaked at $236K in Q3 2024.
630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Mills Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.