Institute for Wealth Management’s Annaly Capital Management NLY Stock Holding History

Institute for 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	-2,594	Closed	-$61K	–	495
2022 Q2	$61K	Hold	2,594	–	–	0.01%	524
2022 Q1	$73K	Hold	2,594	–	–	0.01%	534
2021 Q4	$81K	Sell	2,594 -100	-4%	-$3.36K	0.01%	484
2021 Q3	$91K	Hold	2,694	–	–	0.02%	474
2021 Q2	$96K	Hold	2,694	–	–	0.02%	481
2021 Q1	$93K	Sell	2,694 -400	-13%	-$13.5K	0.02%	463
2020 Q4	$105K	Buy	+3,094	New	+$95.7K	0.02%	442
2019 Q2	–	Sell	-2,530	Closed	-$101K	–	490
2019 Q1	$101K	Buy	+2,530	New	+$103K	0.02%	435
2013 Q3	–	Sell	-900	Closed	-$45K	–	97
2013 Q2	$45K	Buy	+900	New	+$52.6K	0.04%	56

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

Institute for Wealth Management's NLY Position: Q3 2022 in Review

Institute for Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,594 shares — an estimated $61K sold.

Institute for Wealth Management first reported a position in NLY in Q2 2013 and held it in 9 quarters. The position peaked at $105K in Q4 2020. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Institute for Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Institute for Wealth Management sold 2,594 Annaly Capital Management shares in Q3 2022, an estimated $61K.
Institute for Wealth Management first reported a position in Annaly Capital Management in Q2 2013 and held it in 9 quarters.
Institute for Wealth Management's Annaly Capital Management position peaked at $105K in Q4 2020.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.