Aurora Private Wealth’s Annaly Capital Management NLY Stock Holding History

Aurora Private 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	-3,177	Closed	-$75K	–	184
2022 Q2	$75K	Hold	3,177	–	–	0.03%	175
2022 Q1	$89K	Hold	3,177	–	–	0.04%	190
2021 Q4	$99K	Sell	3,177 -525	-14%	-$17.6K	0.04%	203
2021 Q3	$125K	Hold	3,702	–	–	0.05%	206
2021 Q2	$131K	Buy	3,702 +425	+13%	+$15.4K	0.05%	199
2021 Q1	$113K	Buy	3,277 +100	+3%	+$3.39K	0.05%	205
2020 Q4	$107K	Buy	3,177 +224	+8%	+$6.93K	0.05%	214
2020 Q3	$84K	Buy	+2,953	New	+$85.5K	0.04%	191

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

Aurora Private Wealth's NLY Position: Q3 2022 in Review

Aurora Private Wealth sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,177 shares — an estimated $75K sold.

Aurora Private Wealth first reported a position in NLY in Q3 2020 and held it in 8 quarters. The position peaked at $131K in Q2 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Aurora Private Wealth reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Aurora Private Wealth sold 3,177 Annaly Capital Management shares in Q3 2022, an estimated $75K.
Aurora Private Wealth first reported a position in Annaly Capital Management in Q3 2020 and held it in 8 quarters.
Aurora Private Wealth's Annaly Capital Management position peaked at $131K in Q2 2021.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Aurora Private Wealth's 13F filing for Q3 2022, filed 12 Oct 2022.