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

RKL 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 Q3	–	Sell	-13,700	Closed	-$203K	–	131
2023 Q2	$203K	Buy	+13,700	New	+$170K	0.02%	130

Other funds holding ABR

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RKL Wealth Management's ABR Position: Q3 2023 in Review

RKL Wealth Management sold out of Arbor Realty Trust (ABR) in Q3 2023, closing a stake of 13,700 shares — an estimated $203K sold.

RKL Wealth Management first reported a position in ABR in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 297 funds tracked by Wall St. Rank hold ABR as of Q3 2023.

RKL Wealth Management reported no remaining Arbor Realty Trust position as of Q3 2023 after selling out during the quarter.
RKL Wealth Management sold 13,700 Arbor Realty Trust shares in Q3 2023, an estimated $203K.
RKL Wealth Management first reported a position in Arbor Realty Trust in Q2 2023 and held it in 1 quarter.
RKL Wealth Management's Arbor Realty Trust position peaked at $203K in Q2 2023.
297 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2023.

Based on RKL Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.