9258 Wealth Management’s Annaly Capital Management NLY Stock Holding History

9258 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
2022 Q3	–	Sell	-3,575	Closed	-$85K	–	337
2022 Q2	$85K	Buy	3,575 +1,026	+40%	+$26.6K	0.02%	329
2022 Q1	$72K	Buy	+2,549	New	+$75.8K	0.02%	350
2020 Q1	–	Sell	-4,575	Closed	-$172K	–	299
2019 Q4	$172K	Buy	+4,575	New	+$167K	0.06%	293

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's NLY Position: Q3 2022 in Review

9258 Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,575 shares — an estimated $85K sold.

9258 Wealth Management first reported a position in NLY in Q4 2019 and held it in 3 quarters. The position peaked at $172K in Q4 2019. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

9258 Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 3,575 Annaly Capital Management shares in Q3 2022, an estimated $85K.
9258 Wealth Management first reported a position in Annaly Capital Management in Q4 2019 and held it in 3 quarters.
9258 Wealth Management's Annaly Capital Management position peaked at $172K in Q4 2019.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.