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

Summit 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
2022
Q1 		– Sell
-2,564
Closed -$80.2K – 169
2021
Q4 		$80.2K Buy
2,564
+64
+3% +$2.15K 0.02% 160
2021
Q3 		$84.2K Hold
2,500
– – 0.02% 147
2021
Q2 		$88.8K Hold
2,500
– – 0.02% 152
2021
Q1 		$86K Hold
2,500
– – 0.02% 148
2020
Q4 		$84.5K Buy
+2,500
New +$77.4K 0.02% 143

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Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Partners's NLY Position: Q1 2022 in Review

Summit Wealth Partners sold out of Annaly Capital Management (NLY) in Q1 2022, closing a stake of 2,564 shares — an estimated $80.2K sold.

Summit Wealth Partners first reported a position in NLY in Q4 2020 and held it in 5 quarters. The position peaked at $88.8K in Q2 2021. 739 funds tracked by Wall St. Rank hold NLY as of Q1 2022.

  • Summit Wealth Partners reported no remaining Annaly Capital Management position as of Q1 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 2,564 Annaly Capital Management shares in Q1 2022, an estimated $80.2K.
  • Summit Wealth Partners first reported a position in Annaly Capital Management in Q4 2020 and held it in 5 quarters.
  • Summit Wealth Partners's Annaly Capital Management position peaked at $88.8K in Q2 2021.
  • 739 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2022.

Based on Summit Wealth Partners's 13F filing for Q1 2022, filed 11 Sep 2024.