NewEdge Wealth’s Annaly Capital Management NLY Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-52,672	Closed	-$1M	–	806
2024 Q1	$1M	Buy	52,672 +247	+0.5%	+$4.76K	0.02%	427
2023 Q4	$1.02M	Buy	+52,425	New	+$935K	0.03%	397
2022 Q1	–	Sell	-52,958	Closed	-$1.66M	–	432
2021 Q4	$1.66M	Buy	+52,958	New	+$1.78M	0.07%	187

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

NewEdge Wealth's NLY Position: Q2 2024 in Review

NewEdge Wealth sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 52,672 shares — an estimated $1M sold.

NewEdge Wealth first reported a position in NLY in Q4 2021 and held it in 3 quarters. The position peaked at $1.66M in Q4 2021. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

NewEdge Wealth reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
NewEdge Wealth sold 52,672 Annaly Capital Management shares in Q2 2024, an estimated $1M.
NewEdge Wealth first reported a position in Annaly Capital Management in Q4 2021 and held it in 3 quarters.
NewEdge Wealth's Annaly Capital Management position peaked at $1.66M in Q4 2021.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on NewEdge Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.