PFG Private Wealth Management’s Annaly Capital Management NLY Stock Holding History

PFG Private Wealth Management’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	-250	Closed	-$4.76K	–	250
2024 Q2	$4.76K	Buy	+250	New	+$4.85K	﹤0.01%	158
2023 Q3	–	Sell	-330	Closed	-$6.6K	–	317
2023 Q2	$6.6K	Hold	330	–	–	﹤0.01%	224
2023 Q1	$6.31K	Buy	330 +251	+318%	+$5.29K	﹤0.01%	224
2022 Q4	$2K	Hold	79	–	–	﹤0.01%	289
2022 Q3	$1K	Hold	79	–	–	﹤0.01%	327
2022 Q2	$2K	Buy	+79	New	+$2.05K	﹤0.01%	287

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

PFG Private Wealth Management's NLY Position: Q3 2024 in Review

PFG Private Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2024, closing a stake of 250 shares — an estimated $4.76K sold.

PFG Private Wealth Management first reported a position in NLY in Q2 2022 and held it in 6 quarters. The position peaked at $6.6K in Q2 2023. 619 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

PFG Private Wealth Management reported no remaining Annaly Capital Management position as of Q3 2024 after selling out during the quarter.
PFG Private Wealth Management sold 250 Annaly Capital Management shares in Q3 2024, an estimated $4.76K.
PFG Private Wealth Management first reported a position in Annaly Capital Management in Q2 2022 and held it in 6 quarters.
PFG Private Wealth Management's Annaly Capital Management position peaked at $6.6K in Q2 2023.
619 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.