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Independent Wealth Network’s Arbor Realty Trust ABR Stock Holding History

Independent Wealth Network’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
2022
Q2 		– Sell
-10,201
Closed -$174K – 187
2022
Q1 		$174K Sell
10,201
-8,049
-44% -$141K 0.11% 191
2021
Q4 		$334K Buy
18,250
+100
+0.6% +$1.88K 0.21% 128
2021
Q3 		$356K Buy
+18,150
New +$328K 0.23% 119

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Independent Wealth Network's ABR Position: Q2 2022 in Review

Independent Wealth Network sold out of Arbor Realty Trust (ABR) in Q2 2022, closing a stake of 10,201 shares — an estimated $174K sold.

Independent Wealth Network first reported a position in ABR in Q3 2021 and held it in 3 quarters. The position peaked at $356K in Q3 2021. 268 funds tracked by Wall St. Rank hold ABR as of Q2 2022.

  • Independent Wealth Network reported no remaining Arbor Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Independent Wealth Network sold 10,201 Arbor Realty Trust shares in Q2 2022, an estimated $174K.
  • Independent Wealth Network first reported a position in Arbor Realty Trust in Q3 2021 and held it in 3 quarters.
  • Independent Wealth Network's Arbor Realty Trust position peaked at $356K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2022.

Based on Independent Wealth Network's 13F filing for Q2 2022, filed 26 Jul 2022.