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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return