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

Strategic 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	$3.55M	Buy	113,494 +675	+0.6%	+$22.7K	1.75%	19
2021 Q3	$3.8M	Buy	112,819 +10,363	+10%	+$357K	1.98%	14
2021 Q2	$3.64M	Buy	102,456 +32,414	+46%	+$1.18M	1.96%	17
2021 Q1	$2.41M	Hold	70,042	–	–	1.45%	25
2020 Q4	$2.37M	Buy	70,042 +1,250	+2%	+$38.7K	1.45%	30
2020 Q3	$1.96M	Buy	68,792 +17,363	+34%	+$503K	1.46%	29
2020 Q2	$1.35M	Buy	+51,429	New	+$1.27M	1.25%	26

Other funds holding NLY

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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Strategic Wealth Management increased its Annaly Capital Management (NLY) stake by 0.6% in Q4 2021, buying an estimated $22.7K and bringing the position to 113,494 shares worth $3.55M. The position accounts for 1.75% of the portfolio, ranked #19.

Strategic Wealth Management first reported a position in NLY in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.8M in Q3 2021. 763 funds tracked by Wall St. Rank hold NLY as of Q4 2021.

Strategic Wealth Management held 113,494 shares of Annaly Capital Management worth $3.55M as of Q4 2021.
Strategic Wealth Management bought 675 Annaly Capital Management shares in Q4 2021, an estimated $22.7K.
Annaly Capital Management made up 1.75% of Strategic Wealth Management's portfolio in Q4 2021, its #19 holding.
Strategic Wealth Management first reported a position in Annaly Capital Management in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's Annaly Capital Management position peaked at $3.8M in Q3 2021.
763 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.