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Phoenix Wealth Advisors’s Arbor Realty Trust ABR Stock Holding History

Phoenix 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
2022
Q1 		– Sell
-113,943
Closed -$2.09M – 93
2021
Q4 		$2.09M Sell
113,943
-5,149
-4% -$96.6K 1.58% 23
2021
Q3 		$2.21M Buy
119,092
+1,645
+1% +$29.7K 1.65% 23
2021
Q2 		$2.08M Buy
+117,447
New +$2.07M 1.5% 24

Other funds holding ABR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Phoenix Wealth Advisors's ABR Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q1 2022, closing a stake of 113,943 shares — an estimated $2.09M sold.

Phoenix Wealth Advisors first reported a position in ABR in Q2 2021 and held it in 3 quarters. The position peaked at $2.21M in Q3 2021. 264 funds tracked by Wall St. Rank hold ABR as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Arbor Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 113,943 Arbor Realty Trust shares in Q1 2022, an estimated $2.09M.
  • Phoenix Wealth Advisors first reported a position in Arbor Realty Trust in Q2 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Arbor Realty Trust position peaked at $2.21M in Q3 2021.
  • 264 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.