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Optimum Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Optimum Investment 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
-250
Closed -$5.02K – 632
2024
Q3 		$5.02K Hold
250
– – ﹤0.01% 572
2024
Q2 		$4.76K Hold
250
– – ﹤0.01% 563
2024
Q1 		$4.92K Hold
250
– – ﹤0.01% 568
2023
Q4 		$4.84K Sell
250
-1,000
-80% -$17.8K ﹤0.01% 558
2023
Q3 		$23.5K Hold
1,250
– – 0.01% 448
2023
Q2 		$25K Sell
1,250
-350
-22% -$6.8K 0.01% 451
2023
Q1 		$30.6K Hold
1,600
– – 0.02% 428
2022
Q4 		$33.7K Hold
1,600
– – 0.02% 430
2022
Q3 		$27K Hold
1,600
– – 0.01% 457
2022
Q2 		$38K Hold
1,600
– – 0.02% 440
2022
Q1 		$45K Sell
1,600
-392
-20% -$11.7K 0.02% 451
2021
Q4 		$62K Sell
1,992
-455
-19% -$15.3K 0.02% 425
2021
Q3 		$82K Sell
2,447
-89
-4% -$3.06K 0.03% 363
2021
Q2 		$90K Hold
2,536
– – 0.03% 406
2021
Q1 		$87K Sell
2,536
-169
-6% -$5.72K 0.03% 398
2020
Q4 		$91K Sell
2,705
-225
-8% -$6.96K 0.03% 365
2020
Q3 		$83K Hold
2,930
– – 0.03% 359
2020
Q2 		$77K Sell
2,930
-2,450
-46% -$60.5K 0.03% 362
2020
Q1 		$109K Buy
5,380
+44
+0.8% +$1.55K 0.04% 291
2019
Q4 		$201K Sell
5,336
-250
-4% -$9.11K 0.06% 273
2019
Q3 		$197K Sell
5,586
-625
-10% -$22.5K 0.06% 266
2019
Q2 		$227K Hold
6,211
– – 0.07% 247
2019
Q1 		$248K Sell
6,211
-2,700
-30% -$110K 0.08% 239
2018
Q4 		$350K Buy
8,911
+450
+5% +$18K 0.12% 172
2018
Q3 		$346K Sell
8,461
-575
-6% -$24.1K 0.1% 204
2018
Q2 		$372K Buy
9,036
+1,500
+20% +$62.5K 0.11% 196
2018
Q1 		$314K Sell
7,536
-2,125
-22% -$90.6K 0.09% 216
2017
Q4 		$459K Sell
9,661
-1,028
-10% -$48.8K 0.15% 173
2017
Q3 		$521K Sell
10,689
-1,091
-9% -$53.4K 0.17% 156
2017
Q2 		$568K Buy
11,780
+955
+9% +$45.1K 0.2% 147
2017
Q1 		$481K Buy
10,825
+195
+2% +$8.3K 0.17% 165
2016
Q4 		$424K Sell
10,630
-6,944
-40% -$282K 0.16% 178
2016
Q3 		$738K Buy
17,574
+2,325
+15% +$101K 0.28% 103
2016
Q2 		$675K Buy
15,249
+5,350
+54% +$228K 0.26% 117
2016
Q1 		$406K Buy
9,899
+2,295
+30% +$90K 0.16% 171
2015
Q4 		$285K Buy
7,604
+160
+2% +$6.24K 0.11% 213
2015
Q3 		$294K Buy
+7,444
New +$298K 0.12% 202
2015
Q1 		$183K Sell
4,394
-2,281
-34% -$97K 0.06% 297
2014
Q4 		$288K Buy
6,675
+500
+8% +$22.6K 0.09% 209
2014
Q3 		$270K Buy
6,175
+334
+6% +$15.3K 0.09% 207
2014
Q2 		$267K Buy
5,841
+2,296
+65% +$106K 0.09% 220
2014
Q1 		$156K Buy
3,545
+57
+2% +$2.46K 0.06% 249
2013
Q4 		$139K Sell
3,488
-42
-1% -$1.82K 0.05% 257
2013
Q3 		$164K Buy
+3,530
New +$166K 0.07% 227

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

Optimum Investment Advisors's NLY Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 250 shares — an estimated $5.02K sold.

Optimum Investment Advisors first reported a position in NLY in Q3 2013 and held it in 44 quarters. The position peaked at $738K in Q3 2016. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 Annaly Capital Management shares in Q4 2024, an estimated $5.02K.
  • Optimum Investment Advisors first reported a position in Annaly Capital Management in Q3 2013 and held it in 44 quarters.
  • Optimum Investment Advisors's Annaly Capital Management position peaked at $738K in Q3 2016.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.