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Bell & Brown Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

Bell & Brown 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
Q1 		– Sell
-31,848
Closed -$420K – 68
2022
Q4 		$420K Buy
+31,848
New +$433K 0.23% 59
2022
Q3 		– Sell
-288,093
Closed -$3.78M – 65
2022
Q2 		$3.78M Sell
288,093
-532,432
-65% -$8.55M 2.02% 18
2022
Q1 		$14M Buy
+820,525
New +$14.4M 6.34% 1

Other funds holding ABR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell & Brown Wealth Advisors's ABR Position: Q1 2023 in Review

Bell & Brown Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q1 2023, closing a stake of 31,848 shares — an estimated $420K sold.

Bell & Brown Wealth Advisors first reported a position in ABR in Q1 2022 and held it in 3 quarters. The position peaked at $14M in Q1 2022. 288 funds tracked by Wall St. Rank hold ABR as of Q1 2023.

  • Bell & Brown Wealth Advisors reported no remaining Arbor Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 31,848 Arbor Realty Trust shares in Q1 2023, an estimated $420K.
  • Bell & Brown Wealth Advisors first reported a position in Arbor Realty Trust in Q1 2022 and held it in 3 quarters.
  • Bell & Brown Wealth Advisors's Arbor Realty Trust position peaked at $14M in Q1 2022.
  • 288 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2023.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.