San Luis Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

San Luis 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
2025 Q1	–	Sell	-40,760	Closed	-$746K	–	153
2024 Q4	$746K	Buy	40,760 +8,043	+25%	+$157K	0.14%	77
2024 Q3	$657K	Buy	32,717 +18,266	+126%	+$366K	0.14%	84
2024 Q2	$275K	Buy	+14,451	New	+$281K	0.07%	105
2022 Q2	–	Sell	-3,147	Closed	-$98K	–	307
2022 Q1	$98K	Hold	3,147	–	–	0.05%	197
2021 Q4	$98K	Sell	3,147 -275	-8%	-$9.24K	0.1%	88
2021 Q3	$115K	Buy	+3,422	New	+$118K	0.06%	152
2020 Q4	$120K	Buy	+3,541	New	+$110K	0.08%	121

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

San Luis Wealth Advisors's NLY Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 40,760 shares — an estimated $746K sold.

San Luis Wealth Advisors first reported a position in NLY in Q4 2020 and held it in 7 quarters. The position peaked at $746K in Q4 2024. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

San Luis Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 40,760 Annaly Capital Management shares in Q1 2025, an estimated $746K.
San Luis Wealth Advisors first reported a position in Annaly Capital Management in Q4 2020 and held it in 7 quarters.
San Luis Wealth Advisors's Annaly Capital Management position peaked at $746K in Q4 2024.
649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.