CPA
ABR icon

Capital Performance Advisors’s Arbor Realty Trust ABR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-34
Closed -$529 – 182
2024
Q3 		$529 Buy
+34
New +$472 ﹤0.01% 2219

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

Capital Performance Advisors's ABR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Arbor Realty Trust (ABR) in Q4 2024, closing a stake of 34 shares — an estimated $529 sold.

Capital Performance Advisors first reported a position in ABR in Q3 2024 and held it in 1 quarter. The position peaked at $529 in Q3 2024. 334 funds tracked by Wall St. Rank hold ABR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Arbor Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 34 Arbor Realty Trust shares in Q4 2024, an estimated $529.
  • Capital Performance Advisors first reported a position in Arbor Realty Trust in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Arbor Realty Trust position peaked at $529 in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.