Wealth Effects’s Annaly Capital Management NLY Stock Holding History

Wealth Effects’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
2023 Q2	–	Sell	-10,125	Closed	-$193K	–	208
2023 Q1	$193K	Sell	10,125 -1,005	-9%	-$21.2K	0.1%	174
2022 Q4	$235K	Sell	11,130 -2,960	-21%	-$58.2K	0.13%	155
2022 Q3	$242K	Buy	14,090 +1,152	+9%	+$29K	0.15%	139
2022 Q2	$306K	Sell	12,938 -473	-4%	-$12.3K	0.18%	119
2022 Q1	$378K	Sell	13,411 -464	-3%	-$13.8K	0.18%	113
2021 Q4	$434K	Buy	+13,875	New	+$466K	0.18%	111

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wealth Effects's NLY Position: Q2 2023 in Review

Wealth Effects sold out of Annaly Capital Management (NLY) in Q2 2023, closing a stake of 10,125 shares — an estimated $193K sold.

Wealth Effects first reported a position in NLY in Q4 2021 and held it in 6 quarters. The position peaked at $434K in Q4 2021. 560 funds tracked by Wall St. Rank hold NLY as of Q2 2023.

Wealth Effects reported no remaining Annaly Capital Management position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 10,125 Annaly Capital Management shares in Q2 2023, an estimated $193K.
Wealth Effects first reported a position in Annaly Capital Management in Q4 2021 and held it in 6 quarters.
Wealth Effects's Annaly Capital Management position peaked at $434K in Q4 2021.
560 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.