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NEIRG Wealth Management’s Arbor Realty Trust ABR Stock Holding History

NEIRG 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
2023
Q1 		– Sell
-11,167
Closed -$147K – 143
2022
Q4 		$147K Sell
11,167
-193,415
-95% -$2.63M 0.03% 136
2022
Q3 		$2.35M Buy
204,582
+41,360
+25% +$609K 0.47% 61
2022
Q2 		$2.14M Buy
163,222
+88,461
+118% +$1.42M 0.47% 68
2022
Q1 		$1.27M Buy
74,761
+36,870
+97% +$647K 0.25% 75
2021
Q4 		$694K Buy
+37,891
New +$711K 0.13% 72

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

NEIRG Wealth Management's ABR Position: Q1 2023 in Review

NEIRG Wealth Management sold out of Arbor Realty Trust (ABR) in Q1 2023, closing a stake of 11,167 shares — an estimated $147K sold.

NEIRG Wealth Management first reported a position in ABR in Q4 2021 and held it in 5 quarters. The position peaked at $2.35M in Q3 2022. 288 funds tracked by Wall St. Rank hold ABR as of Q1 2023.

  • NEIRG Wealth Management reported no remaining Arbor Realty Trust position as of Q1 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 11,167 Arbor Realty Trust shares in Q1 2023, an estimated $147K.
  • NEIRG Wealth Management first reported a position in Arbor Realty Trust in Q4 2021 and held it in 5 quarters.
  • NEIRG Wealth Management's Arbor Realty Trust position peaked at $2.35M in Q3 2022.
  • 288 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.