BDO Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$15K	Sell	1,009 -687	-41%	-$8.51K	﹤0.01%	642
2023 Q1	$19.5K	Buy	1,696 +687	+68%	+$9.53K	﹤0.01%	586
2022 Q4	$13.3K	Hold	1,009	–	–	﹤0.01%	646
2022 Q3	$12K	Hold	1,009	–	–	﹤0.01%	668
2022 Q2	$13K	Hold	1,009	–	–	﹤0.01%	634
2022 Q1	$17K	Hold	1,009	–	–	﹤0.01%	621
2021 Q4	$18K	Hold	1,009	–	–	﹤0.01%	633
2021 Q3	$19K	Hold	1,009	–	–	﹤0.01%	617
2021 Q2	$18K	Hold	1,009	–	–	﹤0.01%	643
2021 Q1	$16K	Hold	1,009	–	–	﹤0.01%	644
2020 Q4	$14K	Hold	1,009	–	–	﹤0.01%	511
2020 Q3	$12K	Hold	1,009	–	–	﹤0.01%	473
2020 Q2	$9K	Hold	1,009	–	–	﹤0.01%	509
2020 Q1	$5K	Buy	+1,009	New	+$12.3K	﹤0.01%	597

Other funds holding ABR

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's ABR Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Arbor Realty Trust (ABR) stake by 41% in Q2 2023, selling an estimated $8.51K and leaving 1,009 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

BDO Wealth Advisors first reported a position in ABR in Q1 2020 and has held it in 14 quarters since. The position peaked at $19.5K in Q1 2023. 296 funds tracked by Wall St. Rank hold ABR as of Q2 2023.

BDO Wealth Advisors held 1,009 shares of Arbor Realty Trust worth $15K as of Q2 2023.
BDO Wealth Advisors sold 687 Arbor Realty Trust shares in Q2 2023, an estimated $8.51K.
Arbor Realty Trust made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #642 holding.
BDO Wealth Advisors first reported a position in Arbor Realty Trust in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Arbor Realty Trust position peaked at $19.5K in Q1 2023.
296 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.