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Summit Financial Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Summit Financial 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
2022
Q3 		– Sell
-3,780
Closed -$98K – 133
2022
Q2 		$98K Buy
3,780
+1,265
+50% +$32.8K 0.02% 131
2022
Q1 		$71K Sell
2,515
-1,265
-33% -$37.6K 0.01% 129
2021
Q4 		$123K Hold
3,780
– – 0.02% 137
2021
Q3 		$127K Hold
3,780
– – 0.03% 126
2021
Q2 		$134K Buy
+3,780
New +$137K 0.03% 124
2015
Q4 		– Sell
-833
Closed -$32K – 185
2015
Q3 		$32K Sell
833
-712
-46% -$28.5K 0.02% 139
2015
Q2 		$56K Buy
1,545
+712
+85% +$28.8K 0.03% 133
2015
Q1 		$33K Hold
833
– – 0.02% 138
2014
Q4 		$36K Buy
+833
New +$37.7K 0.03% 133

Other funds holding NLY

BlackRock
BlackRock New York $5.7T 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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM