Wingate Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-145	Closed	-$2.65K	–	305
2024 Q4	$2.65K	Buy	+145	New	+$2.83K	﹤0.01%	418

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wingate Wealth Advisors's NLY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2025, closing a stake of 145 shares — an estimated $2.65K sold.

Wingate Wealth Advisors first reported a position in NLY in Q4 2024 and held it in 1 quarter. The position peaked at $2.65K in Q4 2024. 649 funds tracked by Wall St. Rank hold NLY as of Q1 2025.

Wingate Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 145 Annaly Capital Management shares in Q1 2025, an estimated $2.65K.
Wingate Wealth Advisors first reported a position in Annaly Capital Management in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Annaly Capital Management position peaked at $2.65K in Q4 2024.
649 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.