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

Clearview 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
Q3 		– Sell
-191
Closed -$2.83K – 120
2023
Q2 		$2.83K Hold
191
– – ﹤0.01% 491
2023
Q1 		$2.19K Hold
191
– – ﹤0.01% 508
2022
Q4 		$2.52K Buy
+191
New +$2.6K ﹤0.01% 462

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clearview Wealth Advisors's ABR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q3 2023, closing a stake of 191 shares — an estimated $2.83K sold.

Clearview Wealth Advisors first reported a position in ABR in Q4 2022 and held it in 3 quarters. The position peaked at $2.83K in Q2 2023. 297 funds tracked by Wall St. Rank hold ABR as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Arbor Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 191 Arbor Realty Trust shares in Q3 2023, an estimated $2.83K.
  • Clearview Wealth Advisors first reported a position in Arbor Realty Trust in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Arbor Realty Trust position peaked at $2.83K in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.