Heritage Wealth Management (Arizona)’s Annaly Capital Management NLY Stock Holding History

Heritage Wealth Management (Arizona)’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	-14	Closed	–	–	1090
2022 Q3	$0	Sell	14 -1	-7%	-$25	﹤0.01%	1071
2022 Q2	$343	Hold	15	–	–	﹤0.01%	959
2022 Q1	$0	Buy	+15	New	+$446	﹤0.01%	988
2021 Q3	$1K	Sell	25 -10	-29%	-$344	﹤0.01%	860
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	871
2021 Q1	$1K	Buy	+35	New	+$1.19K	﹤0.01%	718

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NLY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 14 shares.

Heritage Wealth Management (Arizona) first reported a position in NLY in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 575 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

Heritage Wealth Management (Arizona) reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 14 Annaly Capital Management shares in Q4 2022.
Heritage Wealth Management (Arizona) first reported a position in Annaly Capital Management in Q1 2021 and held it in 6 quarters.
Heritage Wealth Management (Arizona)'s Annaly Capital Management position peaked at $1K in Q3 2021.
575 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.