Sheets Smith Wealth Management’s Annaly Capital Management NLY Stock Holding History

Sheets Smith 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 Q3	–	Sell	-3,250	Closed	-$77K	–	309
2022 Q2	$77K	Sell	3,250 -300	-8%	-$7.77K	0.01%	299
2022 Q1	$100K	Hold	3,550	–	–	0.01%	349
2021 Q4	$111K	Hold	3,550	–	–	0.01%	369
2021 Q3	$120K	Hold	3,550	–	–	0.02%	362
2021 Q2	$126K	Hold	3,550	–	–	0.02%	356
2021 Q1	$122K	Buy	+3,550	New	+$120K	0.02%	327
2017 Q3	–	Sell	-2,780	Closed	-$134K	–	311
2017 Q2	$134K	Buy	2,780 +17	+0.6%	+$802	0.04%	290
2017 Q1	$123K	Buy	+2,763	New	+$118K	0.03%	285
2016 Q4	–	Sell	-2,954	Closed	-$124K	–	291
2016 Q3	$124K	Buy	+2,954	New	+$128K	0.04%	260

Other funds holding NLY

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's NLY Position: Q3 2022 in Review

Sheets Smith Wealth Management sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,250 shares — an estimated $77K sold.

Sheets Smith Wealth Management first reported a position in NLY in Q3 2016 and held it in 9 quarters. The position peaked at $134K in Q2 2017. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Sheets Smith Wealth Management reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,250 Annaly Capital Management shares in Q3 2022, an estimated $77K.
Sheets Smith Wealth Management first reported a position in Annaly Capital Management in Q3 2016 and held it in 9 quarters.
Sheets Smith Wealth Management's Annaly Capital Management position peaked at $134K in Q2 2017.
554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.