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

Liberty 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
2021 Q4	–	Sell	-383	Closed	-$13K	–	775
2021 Q3	$13K	Sell	383 -1,092	-74%	-$37.6K	﹤0.01%	764
2021 Q2	$52K	Hold	1,475	–	–	0.02%	312
2021 Q1	$48K	Hold	1,475	–	–	0.02%	286
2020 Q4	$48K	Sell	1,475 -126	-8%	-$3.9K	0.02%	283
2020 Q3	$46K	Buy	1,601 +4	+0.3%	+$116	0.03%	245
2020 Q2	$42K	Buy	1,597 +5	+0.3%	+$123	0.03%	247
2020 Q1	$32K	Buy	1,592 +3	+0.2%	+$106	0.03%	273
2019 Q4	$60K	Buy	1,589 +3	+0.2%	+$109	0.05%	219
2019 Q3	$56K	Sell	1,586 -112	-7%	-$4.04K	0.05%	209
2019 Q2	$62K	Buy	1,698 +1,365	+410%	+$52K	0.05%	218
2019 Q1	$13K	Buy	333 +3	+0.9%	+$122	0.01%	398
2018 Q4	$12K	Buy	+330	New	+$13.2K	0.01%	403

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Liberty Wealth Management's NLY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 383 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in NLY in Q4 2018 and held it in 12 quarters. The position peaked at $62K in Q2 2019. 763 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

Liberty Wealth Management reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 383 Annaly Capital Management shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in Annaly Capital Management in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Annaly Capital Management position peaked at $62K in Q2 2019.
763 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.