Focused Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-4,000	Closed	-$60.7K	–	212
2023 Q4	$60.7K	Buy	+4,000	New	+$55K	0.01%	281
2023 Q2	–	Sell	-4,000	Closed	-$46K	–	1064
2023 Q1	$46K	Buy	+4,000	New	+$55.5K	0.01%	316

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Focused Wealth Management's ABR Position: Q1 2024 in Review

Focused Wealth Management sold out of Arbor Realty Trust (ABR) in Q1 2024, closing a stake of 4,000 shares — an estimated $60.7K sold.

Focused Wealth Management first reported a position in ABR in Q1 2023 and held it in 2 quarters. The position peaked at $60.7K in Q4 2023. 337 funds tracked by Wall St. Rank hold ABR as of Q1 2024.

Focused Wealth Management reported no remaining Arbor Realty Trust position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 4,000 Arbor Realty Trust shares in Q1 2024, an estimated $60.7K.
Focused Wealth Management first reported a position in Arbor Realty Trust in Q1 2023 and held it in 2 quarters.
Focused Wealth Management's Arbor Realty Trust position peaked at $60.7K in Q4 2023.
337 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.