Lake Point Wealth Management’s Annaly Capital Management NLY Stock Holding History

Lake Point 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 Q2	$71K	Hold	3,000	–	–	0.04%	53
2022 Q1	$84K	Sell	3,000 -250	-8%	-$7.43K	0.04%	45
2021 Q4	$102K	Hold	3,250	–	–	0.04%	43
2021 Q3	$109K	Hold	3,250	–	–	0.05%	37
2021 Q2	$115K	Buy	+3,250	New	+$118K	0.05%	39
2020 Q1	$66K	Buy	3,250 +125	+4%	+$4.4K	0.06%	37
2019 Q4	$118K	Buy	+3,125	New	+$114K	0.04%	68
2019 Q2	$114K	Hold	3,125	–	–	0.04%	67
2019 Q1	$114K	Sell	3,125 -31	-1%	-$1.26K	0.04%	67
2018 Q4	$124K	Buy	+3,156	New	+$126K	0.05%	191

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lake Point Wealth Management's NLY Position: Q2 2022 in Review

Lake Point Wealth Management held its Annaly Capital Management (NLY) position steady in Q2 2022 at 3,000 shares worth $71K. The position accounts for 0.04% of the portfolio, ranked #53.

Lake Point Wealth Management first reported a position in NLY in Q4 2018 and has held it in 10 quarters since. The position peaked at $124K in Q4 2018. 761 funds tracked by Wall St. Rank hold NLY as of Q2 2022.

Lake Point Wealth Management held 3,000 shares of Annaly Capital Management worth $71K as of Q2 2022.
Lake Point Wealth Management left its Annaly Capital Management share count unchanged in Q2 2022.
Annaly Capital Management made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #53 holding.
Lake Point Wealth Management first reported a position in Annaly Capital Management in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Annaly Capital Management position peaked at $124K in Q4 2018.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.