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

Cadence 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	-8,096	Closed	-$191K	–	34
2022 Q2	$191K	Buy	8,096 +801	+11%	+$20.8K	0.2%	31
2022 Q1	$205K	Buy	7,295 +1,059	+17%	+$31.5K	0.16%	33
2021 Q4	$195K	Buy	6,236 +944	+18%	+$31.7K	0.21%	34
2021 Q3	$178K	Buy	5,292 +557	+12%	+$19.2K	0.2%	32
2021 Q2	$168K	Buy	+4,735	New	+$172K	0.14%	34

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

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

Cadence Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 8,096 shares — an estimated $191K sold.

Cadence Wealth Management first reported a position in NLY in Q2 2021 and held it in 5 quarters. The position peaked at $205K in Q1 2022. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Cadence Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Cadence Wealth Management sold 8,096 Annaly Capital Management shares in Q3 2022, an estimated $191K.
Cadence Wealth Management first reported a position in Annaly Capital Management in Q2 2021 and held it in 5 quarters.
Cadence Wealth Management's Annaly Capital Management position peaked at $205K in Q1 2022.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Cadence Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.