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Freedom Wealth Alliance’s Arbor Realty Trust ABR Stock Holding History

Freedom Wealth Alliance’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 		$239K Buy
15,731
+120
+0.8% +$1.9K 0.39% 33
2023
Q2 		$248K Buy
15,611
+2,545
+19% +$31.5K 0.35% 49
2023
Q1 		$150K Buy
13,066
+2,014
+18% +$27.9K 0.23% 61
2022
Q4 		$146K Buy
+11,052
New +$150K 0.21% 72

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Wealth Alliance's ABR Position: Q3 2023 in Review

Freedom Wealth Alliance increased its Arbor Realty Trust (ABR) stake by 0.77% in Q3 2023, buying an estimated $1.9K and bringing the position to 15,731 shares worth $239K. The position accounts for 0.39% of the portfolio, ranked #33.

Freedom Wealth Alliance first reported a position in ABR in Q4 2022 and has held it in 4 quarters since. The position peaked at $248K in Q2 2023. 297 funds tracked by Wall St. Rank hold ABR as of Q3 2023.

  • Freedom Wealth Alliance held 15,731 shares of Arbor Realty Trust worth $239K as of Q3 2023.
  • Freedom Wealth Alliance bought 120 Arbor Realty Trust shares in Q3 2023, an estimated $1.9K.
  • Arbor Realty Trust made up 0.39% of Freedom Wealth Alliance's portfolio in Q3 2023, its #33 holding.
  • Freedom Wealth Alliance first reported a position in Arbor Realty Trust in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Arbor Realty Trust position peaked at $248K in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2023.

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