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New Wave Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

New Wave 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
2025
Q1 		– Sell
-134
Closed -$2.45K – 483
2024
Q4 		$2.45K Buy
+134
New +$2.62K ﹤0.01% 520

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Wave Wealth Advisors's NLY Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 134 shares — an estimated $2.45K sold.

New Wave Wealth Advisors first reported a position in NLY in Q4 2024 and held it in 1 quarter. The position peaked at $2.45K in Q4 2024. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 134 Annaly Capital Management shares in Q1 2025, an estimated $2.45K.
  • New Wave Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Annaly Capital Management position peaked at $2.45K in Q4 2024.
  • 649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.