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Symphony Financial’s Annaly Capital Management NLY Stock Holding History

Symphony Financial’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
Q4 		– Sell
-17,477
Closed -$306K – 204
2022
Q3 		$306K Sell
17,477
-3,103
-15% -$78.2K 0.1% 164
2022
Q2 		$486K Buy
20,580
+3,027
+17% +$78.4K 0.14% 134
2022
Q1 		$470K Buy
17,553
+6,810
+63% +$202K 0.11% 130
2021
Q4 		$345K Buy
10,743
+2
+0% +$67 0.1% 134
2021
Q3 		$364K Sell
10,741
-649
-6% -$22.3K 0.13% 116
2021
Q2 		$404K Buy
+11,390
New +$414K 0.14% 115

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
Marshall Wace
Marshall Wace London, United Kingdom $100B 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Symphony Financial's NLY Position: Q4 2022 in Review

Symphony Financial sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 17,477 shares — an estimated $306K sold.

Symphony Financial first reported a position in NLY in Q2 2021 and held it in 6 quarters. The position peaked at $486K in Q2 2022. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

  • Symphony Financial reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
  • Symphony Financial sold 17,477 Annaly Capital Management shares in Q4 2022, an estimated $306K.
  • Symphony Financial first reported a position in Annaly Capital Management in Q2 2021 and held it in 6 quarters.
  • Symphony Financial's Annaly Capital Management position peaked at $486K in Q2 2022.
  • 573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Symphony Financial's 13F filing for Q4 2022, filed 26 Jan 2023.