Lineweaver Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Lineweaver Wealth Advisors’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 Q1	–	Sell	-2,781	Closed	-$93K	–	117
2020 Q4	$93K	Buy	2,781 +40	+1%	+$1.24K	0.04%	95
2020 Q3	$78K	Buy	2,741 +36	+1%	+$1.04K	0.03%	87
2020 Q2	$70K	Buy	+2,705	New	+$66.8K	0.04%	81

Other funds holding NLY

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Lineweaver Wealth Advisors's NLY Position: Q1 2021 in Review

Lineweaver Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2021, closing a stake of 2,781 shares — an estimated $93K sold.

Lineweaver Wealth Advisors first reported a position in NLY in Q2 2020 and held it in 3 quarters. The position peaked at $93K in Q4 2020. 701 funds tracked by Wall St. Rank hold NLY as of Q1 2021.

Lineweaver Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2021 after selling out during the quarter.
Lineweaver Wealth Advisors sold 2,781 Annaly Capital Management shares in Q1 2021, an estimated $93K.
Lineweaver Wealth Advisors first reported a position in Annaly Capital Management in Q2 2020 and held it in 3 quarters.
Lineweaver Wealth Advisors's Annaly Capital Management position peaked at $93K in Q4 2020.
701 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.