Principle Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-2,505	Closed	-$59K	–	300
2022 Q2	$59K	Buy	2,505 +5	+0.2%	+$130	0.01%	300
2022 Q1	$70K	Hold	2,500	–	–	0.01%	314
2021 Q4	$78K	Hold	2,500	–	–	0.01%	318
2021 Q3	$84K	Hold	2,500	–	–	0.01%	306
2021 Q2	$89K	Hold	2,500	–	–	0.01%	311
2021 Q1	$86K	Hold	2,500	–	–	0.01%	286
2020 Q4	$85K	Buy	+2,500	New	+$77.4K	0.01%	271

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Principle Wealth Partners's NLY Position: Q3 2022 in Review

Principle Wealth Partners sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 2,505 shares — an estimated $59K sold.

Principle Wealth Partners first reported a position in NLY in Q4 2020 and held it in 7 quarters. The position peaked at $89K in Q2 2021. 553 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Principle Wealth Partners reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Principle Wealth Partners sold 2,505 Annaly Capital Management shares in Q3 2022, an estimated $59K.
Principle Wealth Partners first reported a position in Annaly Capital Management in Q4 2020 and held it in 7 quarters.
Principle Wealth Partners's Annaly Capital Management position peaked at $89K in Q2 2021.
553 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.