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Regent Peak Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-562
Closed -$19K – 685
2020
Q4 		$19K Buy
+562
New +$17.4K 0.01% 461

Other funds holding NLY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Regent Peak Wealth Advisors's NLY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 562 shares — an estimated $19K sold.

Regent Peak Wealth Advisors first reported a position in NLY in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 700 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 562 Annaly Capital Management shares in Q1 2021, an estimated $19K.
  • Regent Peak Wealth Advisors first reported a position in Annaly Capital Management in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Annaly Capital Management position peaked at $19K in Q4 2020.
  • 700 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.