CreativeOne Wealth’s Arbor Realty Trust ABR Stock Holding History

CreativeOne Wealth’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	–	Sell	-12,592	Closed	-$145K	–	829
2023 Q1	$145K	Buy	+12,592	New	+$175K	0.01%	765

Other funds holding ABR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CreativeOne Wealth's ABR Position: Q2 2023 in Review

CreativeOne Wealth sold out of Arbor Realty Trust (ABR) in Q2 2023, closing a stake of 12,592 shares — an estimated $145K sold.

CreativeOne Wealth first reported a position in ABR in Q1 2023 and held it in 1 quarter. The position peaked at $145K in Q1 2023. 296 funds tracked by Wall St. Rank hold ABR as of Q2 2023.

CreativeOne Wealth reported no remaining Arbor Realty Trust position as of Q2 2023 after selling out during the quarter.
CreativeOne Wealth sold 12,592 Arbor Realty Trust shares in Q2 2023, an estimated $145K.
CreativeOne Wealth first reported a position in Arbor Realty Trust in Q1 2023 and held it in 1 quarter.
CreativeOne Wealth's Arbor Realty Trust position peaked at $145K in Q1 2023.
296 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2023.

Based on CreativeOne Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.