JP Morgan Private Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

JP Morgan Private 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
2023 Q3	$2.32M	Sell	152,961 -1,800	-1%	-$28.5K	0.01%	689
2023 Q2	$2.29M	Sell	154,761 -13,680	-8%	-$169K	0.01%	518
2023 Q1	$1.94M	Buy	168,441 +10,620	+7%	+$147K	﹤0.01%	889
2022 Q4	$2.08M	Sell	157,821 -142,252	-47%	-$1.93M	﹤0.01%	827
2022 Q3	$3.45M	Buy	300,073 +2,946	+1%	+$43.4K	0.01%	665
2022 Q2	$3.9M	Buy	297,127 +73,887	+33%	+$1.19M	0.01%	643
2022 Q1	$3.81M	Buy	223,240 +140,339	+169%	+$2.46M	0.01%	691
2021 Q4	$1.52M	Buy	+82,901	New	+$1.55M	﹤0.01%	1035

Other funds holding ABR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ABR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Arbor Realty Trust (ABR) stake by 1.2% in Q3 2023, selling an estimated $28.5K and leaving 152,961 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #689.

JP Morgan Private Wealth Advisors first reported a position in ABR in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.9M in Q2 2022. 297 funds tracked by Wall St. Rank hold ABR as of Q3 2023.

JP Morgan Private Wealth Advisors held 152,961 shares of Arbor Realty Trust worth $2.32M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,800 Arbor Realty Trust shares in Q3 2023, an estimated $28.5K.
Arbor Realty Trust made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #689 holding.
JP Morgan Private Wealth Advisors first reported a position in Arbor Realty Trust in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's Arbor Realty Trust position peaked at $3.9M in Q2 2022.
297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.