Patriot Financial Group Insurance Agency’s Arbor Realty Trust ABR Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,500	Closed	-$20K	–	412
2022 Q2	$20K	Hold	1,500	–	–	﹤0.01%	999
2022 Q1	$26K	Hold	1,500	–	–	﹤0.01%	983
2021 Q4	$27K	Hold	1,500	–	–	﹤0.01%	1084
2021 Q3	$28K	Hold	1,500	–	–	0.01%	1072
2021 Q2	$27K	Hold	1,500	–	–	﹤0.01%	1053
2021 Q1	$24K	Hold	1,500	–	–	0.01%	1016
2020 Q4	$21K	Hold	1,500	–	–	0.01%	946
2020 Q3	$17K	Hold	1,500	–	–	0.01%	844
2020 Q2	$14K	Hold	1,500	–	–	0.01%	848
2020 Q1	$7K	Hold	1,500	–	–	﹤0.01%	953
2019 Q4	$22K	Hold	1,500	–	–	0.01%	652
2019 Q3	$20K	Hold	1,500	–	–	0.01%	646
2019 Q2	$18K	Hold	1,500	–	–	0.01%	668
2019 Q1	$19K	Buy	+1,500	New	+$18.2K	0.01%	560

Other funds holding ABR

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Patriot Financial Group Insurance Agency's ABR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Arbor Realty Trust (ABR) in Q3 2022, closing a stake of 1,500 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in ABR in Q1 2019 and held it in 14 quarters. The position peaked at $28K in Q3 2021. 261 funds tracked by Wall St. Rank hold ABR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Arbor Realty Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,500 Arbor Realty Trust shares in Q3 2022, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Arbor Realty Trust in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Arbor Realty Trust position peaked at $28K in Q3 2021.
261 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.