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

TCI 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
2023
Q2 		– Sell
-945
Closed -$10.9K – 209
2023
Q1 		$10.9K Hold
945
– – ﹤0.01% 1042
2022
Q4 		$12.5K Buy
945
+304
+47% +$4.13K ﹤0.01% 926
2022
Q3 		$7K Buy
641
+141
+28% +$2.08K ﹤0.01% 1213
2022
Q2 		$7K Sell
500
-537
-52% -$8.62K ﹤0.01% 1206
2022
Q1 		$18K Buy
1,037
+294
+40% +$5.16K ﹤0.01% 731
2021
Q4 		$14K Hold
743
– – ﹤0.01% 898
2021
Q3 		$14K Buy
743
+105
+16% +$1.9K ﹤0.01% 851
2021
Q2 		$11K Buy
638
+194
+44% +$3.41K ﹤0.01% 881
2021
Q1 		$7K Buy
+444
New +$6.86K ﹤0.01% 1024

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's ABR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Arbor Realty Trust (ABR) in Q2 2023, closing a stake of 945 shares — an estimated $10.9K sold.

TCI Wealth Advisors first reported a position in ABR in Q1 2021 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 296 funds tracked by Wall St. Rank hold ABR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Arbor Realty Trust position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 945 Arbor Realty Trust shares in Q2 2023, an estimated $10.9K.
  • TCI Wealth Advisors first reported a position in Arbor Realty Trust in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Arbor Realty Trust position peaked at $18K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.