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Tradition Wealth Management’s Annaly Capital Management NLY Stock Holding History

Tradition Wealth Management’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
-4,198
Closed -$81K – 904
2023
Q4 		$81K Sell
4,198
-2,562
-38% -$45.7K 0.01% 517
2023
Q3 		$127K Sell
6,760
-500
-7% -$9.94K 0.02% 380
2023
Q2 		$145K Hold
7,260
– – 0.02% 371
2023
Q1 		$139K Buy
7,260
+1,150
+19% +$24.3K 0.02% 359
2022
Q4 		$129K Buy
6,110
+3,638
+147% +$71.6K 0.02% 325
2022
Q3 		$42K Buy
2,472
+145
+6% +$3.65K 0.01% 552
2022
Q2 		$55K Buy
2,327
+174
+8% +$4.51K 0.01% 440
2022
Q1 		$61K Sell
2,153
-3,178
-60% -$94.5K 0.01% 466
2021
Q4 		$167K Buy
5,331
+628
+13% +$21.1K 0.02% 329
2021
Q3 		$158K Buy
4,703
+602
+15% +$20.7K 0.02% 305
2021
Q2 		$146K Buy
4,101
+79
+2% +$2.87K 0.02% 331
2021
Q1 		$138K Buy
4,022
+308
+8% +$10.4K 0.02% 285
2020
Q4 		$126K Buy
+3,714
New +$115K 0.02% 277

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's NLY Position: Q1 2024 in Review

Tradition Wealth Management sold out of Annaly Capital Management (NLY) in Q1 2024, closing a stake of 4,198 shares — an estimated $81K sold.

Tradition Wealth Management first reported a position in NLY in Q4 2020 and held it in 13 quarters. The position peaked at $167K in Q4 2021. 577 funds tracked by Wall St. Rank hold NLY as of Q1 2024.

  • Tradition Wealth Management reported no remaining Annaly Capital Management position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 4,198 Annaly Capital Management shares in Q1 2024, an estimated $81K.
  • Tradition Wealth Management first reported a position in Annaly Capital Management in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Annaly Capital Management position peaked at $167K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.