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Wetzel Investment Advisors’s Annaly Capital Management NLY Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-475
Closed -$9.35K – 631
2024
Q2 		$9.35K Buy
+475
New +$9.22K 0.01% 475

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Allspring Global Investments
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State Street
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Geode Capital Management
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wetzel Investment Advisors's NLY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Annaly Capital Management (NLY) in Q3 2024, closing a stake of 475 shares — an estimated $9.35K sold.

Wetzel Investment Advisors first reported a position in NLY in Q2 2024 and held it in 1 quarter. The position peaked at $9.35K in Q2 2024. 617 funds tracked by Wall St. Rank hold NLY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Annaly Capital Management position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 475 Annaly Capital Management shares in Q3 2024, an estimated $9.35K.
  • Wetzel Investment Advisors first reported a position in Annaly Capital Management in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Annaly Capital Management position peaked at $9.35K in Q2 2024.
  • 617 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.