Winch Advisory Services’s Arbor Realty Trust ABR Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-213	Closed	-$4K	–	428
2022 Q1	$4K	Buy	213 +4	+2%	+$70	﹤0.01%	325
2021 Q4	$4K	Buy	209 +4	+2%	+$75	﹤0.01%	337
2021 Q3	$4K	Buy	205 +4	+2%	+$72	﹤0.01%	338
2021 Q2	$4K	Buy	201 +4	+2%	+$70	﹤0.01%	345
2021 Q1	$3K	Buy	197 +4	+2%	+$62	﹤0.01%	343
2020 Q4	$3K	Buy	193 +4	+2%	+$52	﹤0.01%	333
2020 Q3	$2K	Buy	189 +11	+6%	+$115	﹤0.01%	319
2020 Q2	$2K	Hold	178	–	–	﹤0.01%	317
2020 Q1	$1K	Buy	178 +133	+296%	+$1.63K	﹤0.01%	301
2019 Q4	$1K	Hold	45	–	–	﹤0.01%	331
2019 Q3	$1K	Hold	45	–	–	﹤0.01%	315
2019 Q2	$1K	Hold	45	–	–	﹤0.01%	395
2019 Q1	$1K	Hold	45	–	–	﹤0.01%	341
2018 Q4	$0	Buy	+45	New	+$523	﹤0.01%	347

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

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

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Winch Advisory Services's ABR Position: Q2 2022 in Review

Winch Advisory Services sold out of Arbor Realty Trust (ABR) in Q2 2022, closing a stake of 213 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in ABR in Q4 2018 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 268 funds tracked by Wall St. Rank hold ABR as of Q2 2022.

Winch Advisory Services reported no remaining Arbor Realty Trust position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 213 Arbor Realty Trust shares in Q2 2022, an estimated $4K.
Winch Advisory Services first reported a position in Arbor Realty Trust in Q4 2018 and held it in 14 quarters.
Winch Advisory Services's Arbor Realty Trust position peaked at $4K in Q1 2022.
268 funds tracked by Wall St. Rank held Arbor Realty Trust as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.