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

Selective 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 Q4	–	Sell	-8,423	Closed	-$145K	–	514
2022 Q3	$145K	Sell	8,423 -2,691	-24%	-$67.8K	0.06%	165
2022 Q2	$263K	Buy	11,114 +3,096	+39%	+$80.2K	0.09%	114
2022 Q1	$226K	Buy	8,018 +7,768	+3,107%	+$231K	0.08%	120
2021 Q4	$8K	Buy	+250	New	+$8.4K	﹤0.01%	505
2021 Q3	–	Sell	-250	Closed	-$9K	–	605
2021 Q2	$9K	Sell	250 -164	-40%	-$5.96K	0.01%	357
2021 Q1	$14K	Sell	414 -236	-36%	-$7.99K	0.01%	223
2020 Q4	$22K	Buy	650 +400	+160%	+$12.4K	0.01%	178
2020 Q3	$7K	Hold	250	–	–	0.01%	227
2020 Q2	$7K	Hold	250	–	–	0.01%	268
2020 Q1	$5K	Hold	250	–	–	0.01%	207
2019 Q4	$9K	Hold	250	–	–	0.01%	170
2019 Q3	$9K	Buy	+250	New	+$9.01K	0.01%	174
2018 Q3	$10K	Buy	+250	New	+$10.5K	0.12%	88

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

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

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

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

Selective Wealth Management's NLY Position: Q4 2022 in Review

Selective Wealth Management sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 8,423 shares — an estimated $145K sold.

Selective Wealth Management first reported a position in NLY in Q3 2018 and held it in 13 quarters. The position peaked at $263K in Q2 2022. 573 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

Selective Wealth Management reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 8,423 Annaly Capital Management shares in Q4 2022, an estimated $145K.
Selective Wealth Management first reported a position in Annaly Capital Management in Q3 2018 and held it in 13 quarters.
Selective Wealth Management's Annaly Capital Management position peaked at $263K in Q2 2022.
573 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.