AWM
BKD icon

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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CCM
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GCM
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Dimensional Fund Advisors
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DM
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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 $1.66T AUM 25.57% 1-Year Est. Return