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Bartlett & Co Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ABR Stock Details ABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-135
Closed -$2.1K – 1124
2024
Q3 		$2.1K Hold
135
– – ﹤0.01% 1036
2024
Q2 		$1.94K Hold
135
– – ﹤0.01% 1055
2024
Q1 		$1.79K Buy
+135
New +$1.81K ﹤0.01% 1043

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's ABR Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Arbor Realty Trust (ABR) in Q4 2024, closing a stake of 135 shares — an estimated $2.1K sold.

Bartlett & Co Wealth Management first reported a position in ABR in Q1 2024 and held it in 3 quarters. The position peaked at $2.1K in Q3 2024. 334 funds tracked by Wall St. Rank hold ABR as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Arbor Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 135 Arbor Realty Trust shares in Q4 2024, an estimated $2.1K.
  • Bartlett & Co Wealth Management first reported a position in Arbor Realty Trust in Q1 2024 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Arbor Realty Trust position peaked at $2.1K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.