WealthSource Partners’s Annaly Capital Management NLY Stock Holding History

WealthSource Partners’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 Q2	–	Sell	-3,268	Closed	-$92K	–	570
2022 Q1	$92K	Sell	3,268 -1,857	-36%	-$55.2K	0.01%	561
2021 Q4	$160K	Sell	5,125 -3,775	-42%	-$127K	0.01%	538
2021 Q3	$300K	Buy	+8,900	New	+$306K	0.03%	399
2020 Q2	–	Sell	-3,801	Closed	-$77K	–	378
2020 Q1	$77K	Sell	3,801 -208	-5%	-$7.32K	0.01%	326
2019 Q4	$151K	Sell	4,009 -112	-3%	-$4.08K	0.02%	406
2019 Q3	$145K	Sell	4,121 -513	-11%	-$18.5K	0.02%	417
2019 Q2	$169K	Buy	+4,634	New	+$177K	0.03%	432

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthSource Partners's NLY Position: Q2 2022 in Review

WealthSource Partners sold out of Annaly Capital Management (NLY) in Q2 2022, closing a stake of 3,268 shares — an estimated $92K sold.

WealthSource Partners first reported a position in NLY in Q2 2019 and held it in 7 quarters. The position peaked at $300K in Q3 2021. 761 funds tracked by Wall St. Rank hold NLY as of Q2 2022.

WealthSource Partners reported no remaining Annaly Capital Management position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 3,268 Annaly Capital Management shares in Q2 2022, an estimated $92K.
WealthSource Partners first reported a position in Annaly Capital Management in Q2 2019 and held it in 7 quarters.
WealthSource Partners's Annaly Capital Management position peaked at $300K in Q3 2021.
761 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.