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

TFO 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 Q1	–	Sell	-17	Closed	-$329	–	884
2023 Q4	$329	Hold	17	–	–	﹤0.01%	480
2023 Q3	$340	Buy	+17	New	+$338	﹤0.01%	603
2022 Q3	–	Sell	-108	Closed	-$3K	–	372
2022 Q2	$3K	Buy	+108	New	+$2.8K	﹤0.01%	279

Other funds holding NLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's NLY Position: Q1 2024 in Review

TFO Wealth Partners sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 17 shares — an estimated $329 sold.

TFO Wealth Partners first reported a position in NLY in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

TFO Wealth Partners reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 17 Annaly Capital Management shares in Q1 2024, an estimated $329.
TFO Wealth Partners first reported a position in Annaly Capital Management in Q2 2022 and held it in 3 quarters.
TFO Wealth Partners's Annaly Capital Management position peaked at $3K in Q2 2022.
577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.