AJ Wealth Strategies’s Annaly Capital Management NLY Stock Holding History

AJ Wealth Strategies’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 Q4	–	Sell	-17,101	Closed	-$293K	–	319
2022 Q3	$293K	Buy	17,101 +235	+1%	+$5.92K	0.02%	241
2022 Q2	$399K	Sell	16,866 -8,170	-33%	-$212K	0.02%	206
2022 Q1	$705K	Sell	25,036 -4,913	-16%	-$146K	0.03%	166
2021 Q4	$937K	Buy	29,949 +391	+1%	+$13.1K	0.04%	146
2021 Q3	$996K	Buy	29,558 +22,874	+342%	+$787K	0.05%	129
2021 Q2	$237K	Hold	6,684	–	–	0.01%	246
2021 Q1	$230K	Buy	6,684 +203	+3%	+$6.88K	0.02%	238
2020 Q4	$219K	Hold	6,481	–	–	0.02%	220
2020 Q3	$185K	Buy	+6,481	New	+$188K	0.02%	209

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

AJ Wealth Strategies's NLY Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 17,101 shares — an estimated $293K sold.

AJ Wealth Strategies first reported a position in NLY in Q3 2020 and held it in 9 quarters. The position peaked at $996K in Q3 2021. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

AJ Wealth Strategies reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 17,101 Annaly Capital Management shares in Q4 2022, an estimated $293K.
AJ Wealth Strategies first reported a position in Annaly Capital Management in Q3 2020 and held it in 9 quarters.
AJ Wealth Strategies's Annaly Capital Management position peaked at $996K in Q3 2021.
573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.