PWMG
NLY icon

Provence Wealth Management Group’s Annaly Capital Management NLY Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$2.02K Buy
104
+4
+4% +$71 ﹤0.01% 393
2023
Q3 		$1.88K Buy
+100
New +$1.99K ﹤0.01% 402

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Provence Wealth Management Group's NLY Position: Q4 2023 in Review

Provence Wealth Management Group increased its Annaly Capital Management (NLY) stake by 4% in Q4 2023, buying an estimated $71 and bringing the position to 104 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Provence Wealth Management Group first reported a position in NLY in Q3 2023 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

  • Provence Wealth Management Group held 104 shares of Annaly Capital Management worth $2.02K as of Q4 2023.
  • Provence Wealth Management Group bought 4 Annaly Capital Management shares in Q4 2023, an estimated $71.
  • Annaly Capital Management made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #393 holding.
  • Provence Wealth Management Group first reported a position in Annaly Capital Management in Q3 2023 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.