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Significant Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-29,623
Closed -$583K – 127
2024
Q1 		$583K Buy
+29,623
New +$571K 0.38% 69

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Allspring Global Investments
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Geode Capital Management
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Norges Bank
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Significant Wealth Partners's NLY Position: Q2 2024 in Review

Significant Wealth Partners sold out of Annaly Capital Management (NLY) in Q2 2024, closing a stake of 29,623 shares — an estimated $583K sold.

Significant Wealth Partners first reported a position in NLY in Q1 2024 and held it in 1 quarter. The position peaked at $583K in Q1 2024. 602 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

  • Significant Wealth Partners reported no remaining Annaly Capital Management position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 29,623 Annaly Capital Management shares in Q2 2024, an estimated $583K.
  • Significant Wealth Partners first reported a position in Annaly Capital Management in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Annaly Capital Management position peaked at $583K in Q1 2024.
  • 602 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.