Summit Financial Wealth Advisors’s Annaly Capital Management NLY Stock Holding History

Summit Financial 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 Q3	–	Sell	-3,780	Closed	-$98K	–	133
2022 Q2	$98K	Buy	3,780 +1,265	+50%	+$32.8K	0.02%	131
2022 Q1	$71K	Sell	2,515 -1,265	-33%	-$37.6K	0.01%	129
2021 Q4	$123K	Hold	3,780	–	–	0.02%	137
2021 Q3	$127K	Hold	3,780	–	–	0.03%	126
2021 Q2	$134K	Buy	+3,780	New	+$137K	0.03%	124
2015 Q4	–	Sell	-833	Closed	-$32K	–	185
2015 Q3	$32K	Sell	833 -712	-46%	-$28.5K	0.02%	139
2015 Q2	$56K	Buy	1,545 +712	+85%	+$28.8K	0.03%	133
2015 Q1	$33K	Hold	833	–	–	0.02%	138
2014 Q4	$36K	Buy	+833	New	+$37.7K	0.03%	133

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 $3.38T AUM 44.17% 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

Summit Financial Wealth Advisors's NLY Position: Q3 2022 in Review

Summit Financial Wealth Advisors sold out of Annaly Capital Management (NLY) in Q3 2022, closing a stake of 3,780 shares — an estimated $98K sold.

Summit Financial Wealth Advisors first reported a position in NLY in Q4 2014 and held it in 9 quarters. The position peaked at $134K in Q2 2021. 554 funds tracked by Wall St. Rank hold NLY as of Q3 2022.

Summit Financial Wealth Advisors reported no remaining Annaly Capital Management position as of Q3 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,780 Annaly Capital Management shares in Q3 2022, an estimated $98K.
Summit Financial Wealth Advisors first reported a position in Annaly Capital Management in Q4 2014 and held it in 9 quarters.
Summit Financial Wealth Advisors's Annaly Capital Management position peaked at $134K in Q2 2021.
554 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.