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Activest Wealth Management’s Brookdale Senior Living BKD Stock Holding History

Activest Wealth Management’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,000
Closed -$23K – 453
2022
Q2 		$23K Buy
+5,000
New +$29.5K 0.02% 139
2021
Q4 		– Sell
-15,000
Closed -$95K – 328
2021
Q3 		$95K Buy
+15,000
New +$107K 0.06% 85

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5NCM
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Renaissance Technologies
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EDRH
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's BKD Position: Q3 2022 in Review

Activest Wealth Management sold out of Brookdale Senior Living (BKD) in Q3 2022, closing a stake of 5,000 shares — an estimated $23K sold.

Activest Wealth Management first reported a position in BKD in Q3 2021 and held it in 2 quarters. The position peaked at $95K in Q3 2021. 168 funds tracked by Wall St. Rank hold BKD as of Q3 2022.

  • Activest Wealth Management reported no remaining Brookdale Senior Living position as of Q3 2022 after selling out during the quarter.
  • Activest Wealth Management sold 5,000 Brookdale Senior Living shares in Q3 2022, an estimated $23K.
  • Activest Wealth Management first reported a position in Brookdale Senior Living in Q3 2021 and held it in 2 quarters.
  • Activest Wealth Management's Brookdale Senior Living position peaked at $95K in Q3 2021.
  • 168 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2022.

Based on Activest Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.