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

SFMG 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
2022
Q1 		– Sell
-3,464
Closed -$108K – 320
2021
Q4 		$108K Buy
3,464
+964
+39% +$32.4K 0.01% 285
2021
Q3 		$84K Buy
+2,500
New +$86.1K 0.01% 250

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFMG Wealth Advisors's NLY Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Annaly Capital Management (NLY) in Q1 2022, closing a stake of 3,464 shares — an estimated $108K sold.

SFMG Wealth Advisors first reported a position in NLY in Q3 2021 and held it in 2 quarters. The position peaked at $108K in Q4 2021. 739 funds tracked by Wall St. Rank hold NLY as of Q1 2022.

  • SFMG Wealth Advisors reported no remaining Annaly Capital Management position as of Q1 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,464 Annaly Capital Management shares in Q1 2022, an estimated $108K.
  • SFMG Wealth Advisors first reported a position in Annaly Capital Management in Q3 2021 and held it in 2 quarters.
  • SFMG Wealth Advisors's Annaly Capital Management position peaked at $108K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.