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SteelPeak Wealth’s Annaly Capital Management NLY Stock Holding History

SteelPeak Wealth’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 		– Sell
-40,443
Closed -$787K – 487
2023
Q3 		$787K Sell
40,443
-3,617
-8% -$71.9K 0.05% 205
2023
Q2 		$910K Buy
+44,060
New +$856K 0.05% 192

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

SteelPeak Wealth's NLY Position: Q4 2023 in Review

SteelPeak Wealth sold out of Annaly Capital Management (NLY) in Q4 2023, closing a stake of 40,443 shares — an estimated $787K sold.

SteelPeak Wealth first reported a position in NLY in Q2 2023 and held it in 2 quarters. The position peaked at $910K in Q2 2023. 569 funds tracked by Wall St. Rank hold NLY as of Q4 2023.

  • SteelPeak Wealth reported no remaining Annaly Capital Management position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 40,443 Annaly Capital Management shares in Q4 2023, an estimated $787K.
  • SteelPeak Wealth first reported a position in Annaly Capital Management in Q2 2023 and held it in 2 quarters.
  • SteelPeak Wealth's Annaly Capital Management position peaked at $910K in Q2 2023.
  • 569 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.