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

Shakespeare 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
2025
Q1 		– Sell
-4,272
Closed -$59.2K – 97
2024
Q4 		$59.2K Buy
+4,272
New +$62.9K 0.02% 95

Other funds holding ABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Shakespeare Wealth Management's ABR Position: Q1 2025 in Review

Shakespeare Wealth Management sold out of Arbor Realty Trust (ABR) in Q1 2025, closing a stake of 4,272 shares — an estimated $59.2K sold.

Shakespeare Wealth Management first reported a position in ABR in Q4 2024 and held it in 1 quarter. The position peaked at $59.2K in Q4 2024. 331 funds tracked by Wall St. Rank hold ABR as of Q1 2025.

  • Shakespeare Wealth Management reported no remaining Arbor Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 4,272 Arbor Realty Trust shares in Q1 2025, an estimated $59.2K.
  • Shakespeare Wealth Management first reported a position in Arbor Realty Trust in Q4 2024 and held it in 1 quarter.
  • Shakespeare Wealth Management's Arbor Realty Trust position peaked at $59.2K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q1 2025.

Based on Shakespeare Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.