Walled Lake Planning & Wealth Management’s Arbor Realty Trust ABR Stock Holding History

Walled Lake Planning & 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
2024 Q3	–	Sell	-12,740	Closed	-$183K	–	133
2024 Q2	$183K	Sell	12,740 -4,000	-24%	-$53.5K	0.07%	119
2024 Q1	$222K	Hold	16,740	–	–	0.09%	99
2023 Q4	$254K	Buy	16,740 +3,640	+28%	+$50.1K	0.12%	89
2023 Q3	$199K	Hold	13,100	–	–	0.1%	94
2023 Q2	$194K	Buy	+13,100	New	+$162K	0.09%	96
2021 Q4	–	Sell	-9,000	Closed	-$167K	–	99
2021 Q3	$167K	Hold	9,000	–	–	0.1%	86
2021 Q2	$160K	Hold	9,000	–	–	0.1%	86
2021 Q1	$143K	Hold	9,000	–	–	0.1%	90
2020 Q4	$128K	Hold	9,000	–	–	0.1%	87
2020 Q3	$103K	Buy	+9,000	New	+$94.3K	0.08%	94

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

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's ABR Position: Q3 2024 in Review

Walled Lake Planning & Wealth Management sold out of Arbor Realty Trust (ABR) in Q3 2024, closing a stake of 12,740 shares — an estimated $183K sold.

Walled Lake Planning & Wealth Management first reported a position in ABR in Q3 2020 and held it in 10 quarters. The position peaked at $254K in Q4 2023. 319 funds tracked by Wall St. Rank hold ABR as of Q3 2024.

Walled Lake Planning & Wealth Management reported no remaining Arbor Realty Trust position as of Q3 2024 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 12,740 Arbor Realty Trust shares in Q3 2024, an estimated $183K.
Walled Lake Planning & Wealth Management first reported a position in Arbor Realty Trust in Q3 2020 and held it in 10 quarters.
Walled Lake Planning & Wealth Management's Arbor Realty Trust position peaked at $254K in Q4 2023.
319 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q3 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.