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Williams Jones Wealth Management’s Annaly Capital Management NLY Stock Holding History

Williams Jones 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
Q4 		– Sell
-11,753
Closed -$236K – 524
2024
Q3 		$236K Sell
11,753
-247
-2% -$4.95K ﹤0.01% 467
2024
Q2 		$229K Sell
12,000
-250
-2% -$4.85K ﹤0.01% 460
2024
Q1 		$241K Sell
12,250
-7,200
-37% -$139K ﹤0.01% 463
2023
Q4 		$377K Hold
19,450
– – 0.01% 388
2023
Q3 		$366K Hold
19,450
– – 0.01% 388
2023
Q2 		$389K Sell
19,450
-482
-2% -$9.36K 0.01% 385
2023
Q1 		$381K Buy
19,932
+232
+1% +$4.89K 0.01% 414
2022
Q4 		$415K Buy
19,700
+233
+1% +$4.58K 0.01% 391
2022
Q3 		$334K Sell
19,467
-733
-4% -$18.5K 0.01% 428
2022
Q2 		$478K Buy
20,200
+625
+3% +$16.2K 0.01% 370
2022
Q1 		$551K Hold
19,575
– – 0.01% 335
2021
Q4 		$612K Sell
19,575
-7,125
-27% -$240K 0.01% 304
2021
Q3 		$899K Buy
26,700
+13
+0% +$447 0.01% 258
2021
Q2 		$948K Sell
26,687
-279
-1% -$10.1K 0.01% 256
2021
Q1 		$928K Buy
26,966
+1,633
+6% +$55.3K 0.01% 252
2020
Q4 		$856K Sell
25,333
-2,227
-8% -$68.9K 0.01% 235
2020
Q3 		$785K Sell
27,560
-65
-0.2% -$1.88K 0.01% 222
2020
Q2 		$725K Sell
27,625
-2,125
-7% -$52.5K 0.01% 223
2020
Q1 		$603K Buy
29,750
+15,500
+109% +$545K 0.02% 216
2019
Q4 		$537K Buy
14,250
+9,750
+217% +$355K 0.01% 269
2019
Q3 		$158K Buy
+4,500
New +$162K ﹤0.01% 404

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Williams Jones Wealth Management's NLY Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 11,753 shares — an estimated $236K sold.

Williams Jones Wealth Management first reported a position in NLY in Q3 2019 and held it in 21 quarters. The position peaked at $948K in Q2 2021. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 11,753 Annaly Capital Management shares in Q4 2024, an estimated $236K.
  • Williams Jones Wealth Management first reported a position in Annaly Capital Management in Q3 2019 and held it in 21 quarters.
  • Williams Jones Wealth Management's Annaly Capital Management position peaked at $948K in Q2 2021.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.