Wagner Wealth Management (South Carolina)’s Annaly Capital Management NLY Stock Holding History

Wagner Wealth Management (South Carolina)’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	-7,577	Closed	-$130K	–	548
2022 Q3	$130K	Sell	7,577 -1,580	-17%	-$39.8K	0.1%	129
2022 Q2	$216K	Buy	9,157 +118	+1%	+$3.06K	0.17%	97
2022 Q1	$255K	Sell	9,039 -3,765	-29%	-$112K	0.18%	108
2021 Q4	$400K	Buy	12,804 +1,697	+15%	+$57K	0.31%	66
2021 Q3	$376K	Buy	11,107 +1,442	+15%	+$49.6K	0.3%	71
2021 Q2	$343K	Buy	9,665 +3,455	+56%	+$125K	0.25%	78
2021 Q1	$214K	Buy	6,210 +2,050	+49%	+$69.4K	0.17%	107
2020 Q4	$141K	Buy	+4,160	New	+$129K	0.13%	106
2017 Q4	–	Hold	0	–	–	–	523

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

Wagner Wealth Management (South Carolina)'s NLY Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Annaly Capital Management (NLY) in Q4 2022, closing a stake of 7,577 shares — an estimated $130K sold.

Wagner Wealth Management (South Carolina) first reported a position in NLY in Q4 2020 and held it in 8 quarters. The position peaked at $400K in Q4 2021. 574 funds tracked by Wall St. Rank hold NLY as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Annaly Capital Management position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 7,577 Annaly Capital Management shares in Q4 2022, an estimated $130K.
Wagner Wealth Management (South Carolina) first reported a position in Annaly Capital Management in Q4 2020 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Annaly Capital Management position peaked at $400K in Q4 2021.
574 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.