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Heritage Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

Heritage Wealth 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
2024
Q3 		– Sell
-783
Closed -$11.2K – 622
2024
Q2 		$11.2K Hold
783
– – ﹤0.01% 419
2024
Q1 		$10.4K Hold
783
– – ﹤0.01% 436
2023
Q4 		$11.9K Buy
+783
New +$10.8K ﹤0.01% 443

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's ABR Position: Q3 2024 in Review

Heritage Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q3 2024, closing a stake of 783 shares — an estimated $11.2K sold.

Heritage Wealth Advisors first reported a position in ABR in Q4 2023 and held it in 3 quarters. The position peaked at $11.9K in Q4 2023. 319 funds tracked by Wall St. Rank hold ABR as of Q3 2024.

  • Heritage Wealth Advisors reported no remaining Arbor Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 783 Arbor Realty Trust shares in Q3 2024, an estimated $11.2K.
  • Heritage Wealth Advisors first reported a position in Arbor Realty Trust in Q4 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's Arbor Realty Trust position peaked at $11.9K in Q4 2023.
  • 319 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2024.

Based on Heritage Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.