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Legacy Advisors’s Arbor Realty Trust ABR Stock Holding History

Legacy 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
Q1 		– Sell
-27,461
Closed -$362K – 253
2022
Q4 		$362K Buy
27,461
+686
+3% +$9.32K 0.07% 175
2022
Q3 		$308K Buy
26,775
+439
+2% +$6.46K 0.07% 170
2022
Q2 		$345K Buy
26,336
+11,336
+76% +$182K 0.07% 156
2022
Q1 		$256K Buy
+15,000
New +$263K 0.05% 177

Other funds holding ABR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's ABR Position: Q1 2023 in Review

Legacy Advisors sold out of Arbor Realty Trust (ABR) in Q1 2023, closing a stake of 27,461 shares — an estimated $362K sold.

Legacy Advisors first reported a position in ABR in Q1 2022 and held it in 4 quarters. The position peaked at $362K in Q4 2022. 288 funds tracked by Wall St. Rank hold ABR as of Q1 2023.

  • Legacy Advisors reported no remaining Arbor Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Legacy Advisors sold 27,461 Arbor Realty Trust shares in Q1 2023, an estimated $362K.
  • Legacy Advisors first reported a position in Arbor Realty Trust in Q1 2022 and held it in 4 quarters.
  • Legacy Advisors's Arbor Realty Trust position peaked at $362K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2023.

Based on Legacy Advisors's 13F filing for Q1 2023, filed 1 May 2023.