West Wealth Group’s Annaly Capital Management NLY Stock Holding History

West Wealth Group’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	-11,084	Closed	-$222K	–	80
2023 Q2	$222K	Sell	11,084 -375	-3%	-$7.29K	0.09%	64
2023 Q1	$219K	Buy	11,459 +850	+8%	+$17.9K	0.1%	60
2022 Q4	$224K	Buy	10,609 +479	+5%	+$9.43K	0.11%	65
2022 Q3	$173K	Sell	10,130 -466	-4%	-$11.7K	0.09%	58
2022 Q2	$250K	Buy	10,596 +345	+3%	+$8.94K	0.12%	52
2022 Q1	$288K	Buy	10,251 +2,225	+28%	+$66.1K	0.11%	48
2021 Q4	$251K	Buy	+8,026	New	+$270K	0.09%	49

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Wealth Group's NLY Position: Q3 2023 in Review

West Wealth Group sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 11,084 shares — an estimated $222K sold.

West Wealth Group first reported a position in NLY in Q4 2021 and held it in 7 quarters. The position peaked at $288K in Q1 2022. 547 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

West Wealth Group reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
West Wealth Group sold 11,084 Annaly Capital Management shares in Q3 2023, an estimated $222K.
West Wealth Group first reported a position in Annaly Capital Management in Q4 2021 and held it in 7 quarters.
West Wealth Group's Annaly Capital Management position peaked at $288K in Q1 2022.
547 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on West Wealth Group's 13F filing for Q3 2023, filed 6 Oct 2023.