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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
Q3 		– Sell
-13,000
Closed -$187K – 240
2024
Q2 		$187K Buy
+13,000
New +$174K 0.03% 180
2024
Q1 		– Sell
-12,000
Closed -$1.53K – 213
2023
Q4 		$1.53K Buy
+12,000
New +$165K ﹤0.01% 804
2023
Q2 		– Sell
-5,000
Closed -$8.84K – 1065
2023
Q1 		$8.84K Buy
+5,000
New +$69.3K ﹤0.01% 559

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
WA
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
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.