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

Janiczek 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
2024 Q2	$2.66K	Sell	136 -107	-44%	-$2.08K	﹤0.01%	820
2024 Q1	$4.85K	Buy	+243	New	+$4.69K	﹤0.01%	768
2023 Q4	–	Sell	-127	Closed	-$2.47K	–	1158
2023 Q3	$2.47K	Hold	127	–	–	﹤0.01%	808
2023 Q2	$2.62K	Hold	127	–	–	﹤0.01%	739
2023 Q1	$2.44K	Buy	127 +36	+40%	+$759	﹤0.01%	748
2022 Q4	$2.15K	Buy	+91	New	+$1.79K	﹤0.01%	762

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's NLY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Annaly Capital Management (NLY) stake by 44% in Q2 2024, selling an estimated $2.08K and leaving 136 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Janiczek Wealth Management first reported a position in NLY in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.85K in Q1 2024. 601 funds tracked by Wall St. Rank hold NLY as of Q2 2024.

Janiczek Wealth Management held 136 shares of Annaly Capital Management worth $2.66K as of Q2 2024.
Janiczek Wealth Management sold 107 Annaly Capital Management shares in Q2 2024, an estimated $2.08K.
Annaly Capital Management made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #820 holding.
Janiczek Wealth Management first reported a position in Annaly Capital Management in Q4 2022 and has held it in 6 quarters since.
Janiczek Wealth Management's Annaly Capital Management position peaked at $4.85K in Q1 2024.
601 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.