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Sterling Financial Planning’s Arbor Realty Trust ABR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-511
Closed -$9K – 98
2021
Q3 		$9K Hold
511
– – 0.01% 324
2021
Q2 		$9K Hold
511
– – 0.01% 304
2021
Q1 		$8K Hold
511
– – 0.01% 285
2020
Q4 		$7K Buy
+511
New +$6.63K 0.01% 276

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sterling Financial Planning's ABR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Arbor Realty Trust (ABR) in Q4 2021, closing a stake of 511 shares — an estimated $9K sold.

Sterling Financial Planning first reported a position in ABR in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q3 2021. 252 funds tracked by Wall St. Rank hold ABR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Arbor Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 511 Arbor Realty Trust shares in Q4 2021, an estimated $9K.
  • Sterling Financial Planning first reported a position in Arbor Realty Trust in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Arbor Realty Trust position peaked at $9K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.