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

Opal 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 Q3	–	Sell	-80	Closed	-$1.52K	–	845
2024 Q2	$1.52K	Buy	+80	New	+$1.55K	﹤0.01%	1016
2022 Q3	–	Sell	-3,248	Closed	-$77K	–	112
2022 Q2	$77K	Buy	3,248 +63	+2%	+$1.63K	0.05%	109
2022 Q1	$90K	Buy	3,185 +51	+2%	+$1.52K	0.08%	103
2021 Q4	$98K	Buy	+3,134	New	+$105K	0.06%	127

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Opal Wealth Advisors's NLY Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2024, closing a stake of 80 shares — an estimated $1.52K sold.

Opal Wealth Advisors first reported a position in NLY in Q4 2021 and held it in 4 quarters. The position peaked at $98K in Q4 2021. 617 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

Opal Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 80 Annaly Capital Management shares in Q3 2024, an estimated $1.52K.
Opal Wealth Advisors first reported a position in Annaly Capital Management in Q4 2021 and held it in 4 quarters.
Opal Wealth Advisors's Annaly Capital Management position peaked at $98K in Q4 2021.
617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.