ACG Wealth’s Annaly Capital Management NLY Stock Holding History

ACG Wealth’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	-158	Closed	-$4K	–	744
2022 Q2	$4K	Buy	+158	New	+$4.09K	﹤0.01%	781
2013 Q3	–	Sell	-2,713	Closed	-$136K	–	127
2013 Q2	$136K	Buy	+2,713	New	+$159K	0.05%	140

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

ACG Wealth's NLY Position: Q3 2022 in Review

ACG Wealth sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 158 shares — an estimated $4K sold.

ACG Wealth first reported a position in NLY in Q2 2013 and held it in 2 quarters. The position peaked at $136K in Q2 2013. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

ACG Wealth reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 158 Annaly Capital Management shares in Q3 2022, an estimated $4K.
ACG Wealth first reported a position in Annaly Capital Management in Q2 2013 and held it in 2 quarters.
ACG Wealth's Annaly Capital Management position peaked at $136K in Q2 2013.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.