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Foundations Investment Advisors’s Arbor Realty Trust ABR Stock Holding History

Foundations Investment 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
Q4 		– Sell
-22,898
Closed -$348K – 666
2023
Q3 		$348K Buy
22,898
+6,161
+37% +$97.5K 0.01% 479
2023
Q2 		$248K Buy
+16,737
New +$207K 0.01% 506

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foundations Investment Advisors's ABR Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Arbor Realty Trust (ABR) in Q4 2023, closing a stake of 22,898 shares — an estimated $348K sold.

Foundations Investment Advisors first reported a position in ABR in Q2 2023 and held it in 2 quarters. The position peaked at $348K in Q3 2023. 317 funds tracked by Wall St. Rank hold ABR as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Arbor Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 22,898 Arbor Realty Trust shares in Q4 2023, an estimated $348K.
  • Foundations Investment Advisors first reported a position in Arbor Realty Trust in Q2 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's Arbor Realty Trust position peaked at $348K in Q3 2023.
  • 317 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.