Avion Wealth’s Brookdale Senior Living BKD Stock Holding History

Avion Wealth’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	-1	Closed	–	–	516
2022 Q2	$0	Buy	+1	New	+$6	﹤0.01%	520

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

Avion Wealth's BKD Position: Q3 2022 in Review

Avion Wealth sold out of Brookdale Senior Living (BKD) in Q3 2022, closing a stake of 1 share.

Avion Wealth first reported a position in BKD in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 168 funds tracked by Wall St. Rank hold BKD as of Q3 2022.

Avion Wealth reported no remaining Brookdale Senior Living position as of Q3 2022 after selling out during the quarter.
Avion Wealth sold 1 Brookdale Senior Living share in Q3 2022.
Avion Wealth first reported a position in Brookdale Senior Living in Q2 2022 and held it in 1 quarter.
Avion Wealth's Brookdale Senior Living position peaked at $0 in Q2 2022.
168 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2022.

Based on Avion Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.