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Castleview Partners’s Arbor Realty Trust ABR Stock Holding History

Castleview Partners’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
Q3 		– Sell
-380
Closed -$5.45K – 547
2024
Q2 		$5.45K Buy
+380
New +$5.08K ﹤0.01% 617
2023
Q3 		– Sell
-1,261
Closed -$18.7K – 672
2023
Q2 		$18.7K Buy
1,261
+40
+3% +$495 0.02% 365
2023
Q1 		$14K Buy
+1,221
New +$16.9K 0.01% 382
2022
Q4 		– Sell
-142
Closed -$2K – 633
2022
Q3 		$2K Buy
+142
New +$2.09K ﹤0.01% 518

Other funds holding ABR

BlackRock
BlackRock New York $5.7T 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 $761B 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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