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

Merriman 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
-3,974
Closed -$134K – 227
2021
Q3 		$134K Buy
+3,974
New +$137K 0.01% 198

Other funds holding NLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
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

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

Merriman Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2021, closing a stake of 3,974 shares — an estimated $134K sold.

Merriman Wealth Management first reported a position in NLY in Q3 2021 and held it in 1 quarter. The position peaked at $134K in Q3 2021. 763 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

  • Merriman Wealth Management reported no remaining Annaly Capital Management position as of Q4 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 3,974 Annaly Capital Management shares in Q4 2021, an estimated $134K.
  • Merriman Wealth Management first reported a position in Annaly Capital Management in Q3 2021 and held it in 1 quarter.
  • Merriman Wealth Management's Annaly Capital Management position peaked at $134K in Q3 2021.
  • 763 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.