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Private Client Services’s Annaly Capital Management NLY Stock Holding History

Private Client Services’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
Q1 		– Sell
-32,907
Closed -$637K – 142
2023
Q4 		$637K Buy
+32,907
New +$587K 0.52% 64

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Client Services's NLY Position: Q1 2024 in Review

Private Client Services sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 32,907 shares — an estimated $637K sold.

Private Client Services first reported a position in NLY in Q4 2023 and held it in 1 quarter. The position peaked at $637K in Q4 2023. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • Private Client Services reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 32,907 Annaly Capital Management shares in Q1 2024, an estimated $637K.
  • Private Client Services first reported a position in Annaly Capital Management in Q4 2023 and held it in 1 quarter.
  • Private Client Services's Annaly Capital Management position peaked at $637K in Q4 2023.
  • 577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.