Lake Point Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Lake Point Wealth Management’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	$21K	Buy	1,600 +1,350	+540%	+$21.7K	0.01%	112
2022 Q1	$4K	Hold	250	–	–	﹤0.01%	250
2021 Q4	$5K	Hold	250	–	–	﹤0.01%	247
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	234
2021 Q2	$4K	Buy	+250	New	+$4.4K	﹤0.01%	257
2020 Q1	$1K	Hold	250	–	–	﹤0.01%	295
2019 Q4	$4K	Buy	+250	New	+$3.55K	﹤0.01%	391
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	475
2019 Q1	$3K	Buy	250 +150	+150%	+$1.82K	﹤0.01%	475
2018 Q4	$1K	Buy	+100	New	+$1.16K	﹤0.01%	733

Other funds holding ABR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lake Point Wealth Management's ABR Position: Q2 2022 in Review

Lake Point Wealth Management increased its Arbor Realty Trust (ABR) stake by 540% in Q2 2022, buying an estimated $21.7K and bringing the position to 1,600 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #112.

Lake Point Wealth Management first reported a position in ABR in Q4 2018 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold ABR as of Q2 2022.

Lake Point Wealth Management held 1,600 shares of Arbor Realty Trust worth $21K as of Q2 2022.
Lake Point Wealth Management bought 1,350 Arbor Realty Trust shares in Q2 2022, an estimated $21.7K.
Arbor Realty Trust made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #112 holding.
Lake Point Wealth Management first reported a position in Arbor Realty Trust in Q4 2018 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.