WealthPLAN Partners’s Annaly Capital Management NLY Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-250	Closed	-$5K	–	843
2023 Q2	$5K	Buy	+250	New	+$4.86K	﹤0.01%	907
2016 Q3	$17.9K	Sell	445 -43	-9%	-$1.86K	0.01%	502
2016 Q2	$19.7K	Buy	+488	New	+$20.8K	﹤0.01%	1416
2015 Q4	$7.18K	Buy	+274	New	+$10.7K	﹤0.01%	1250
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	407
2015 Q1	$2K	Buy	+40	New	+$1.7K	﹤0.01%	493

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's NLY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 250 shares — an estimated $5K sold.

WealthPLAN Partners first reported a position in NLY in Q1 2015 and held it in 6 quarters. The position peaked at $19.7K in Q2 2016. 548 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

WealthPLAN Partners reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 250 Annaly Capital Management shares in Q3 2023, an estimated $5K.
WealthPLAN Partners first reported a position in Annaly Capital Management in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Annaly Capital Management position peaked at $19.7K in Q2 2016.
548 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.