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

Cornerstone 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
-3,318
Closed -$78K – 453
2022
Q2 		$78K Buy
3,318
+350
+12% +$9.07K 0.01% 436
2022
Q1 		$84K Buy
2,968
+112
+4% +$3.33K 0.01% 455
2021
Q4 		$88K Buy
2,856
+80
+3% +$2.69K 0.01% 494
2021
Q3 		$93K Buy
+2,776
New +$95.6K 0.01% 446
2021
Q1 		– Sell
-2,706
Closed -$91K – 476
2020
Q4 		$91K Sell
2,706
-969
-26% -$30K 0.01% 416
2020
Q3 		$105K Buy
3,675
+666
+22% +$19.3K 0.02% 382
2020
Q2 		$79K Buy
+3,009
New +$74.3K 0.01% 372
2019
Q2 		– Sell
-4,225
Closed -$249K – 460
2019
Q1 		$249K Buy
+4,225
New +$172K 0.03% 436
2018
Q1 		$123K Sell
2,966
-234
-7% -$9.97K 0.02% 374
2017
Q4 		$149K Buy
3,200
+98
+3% +$4.65K 0.03% 393
2017
Q3 		$153K Buy
+3,102
New +$152K 0.03% 379
2017
Q2 		– Sell
-2,540
Closed -$116K – 403
2017
Q1 		$116K Buy
+2,540
New +$108K 0.03% 339
2016
Q4 		– Sell
-5,191
Closed -$209K – 297
2016
Q3 		$209K Buy
+5,191
New +$225K 0.08% 248

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Cornerstone Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,318 shares — an estimated $78K sold.

Cornerstone Wealth Management first reported a position in NLY in Q3 2016 and held it in 13 quarters. The position peaked at $249K in Q1 2019. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

  • Cornerstone Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,318 Annaly Capital Management shares in Q3 2022, an estimated $78K.
  • Cornerstone Wealth Management first reported a position in Annaly Capital Management in Q3 2016 and held it in 13 quarters.
  • Cornerstone Wealth Management's Annaly Capital Management position peaked at $249K in Q1 2019.
  • 554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

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