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

Avior 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
2025
Q1 		– Sell
-245
Closed -$1.23K – 913
2024
Q4 		$1.23K Hold
245
– – ﹤0.01% 2180
2024
Q3 		$1.66K Hold
245
– – ﹤0.01% 2002
2024
Q2 		$1.67K Sell
245
-36
-13% -$243 ﹤0.01% 1966
2024
Q1 		$1.86K Buy
281
+36
+15% +$210 ﹤0.01% 2285
2023
Q4 		$1.43K Hold
245
– – ﹤0.01% 1342
2023
Q3 		$1.01K Hold
245
– – ﹤0.01% 1444
2023
Q2 		$1.03K Hold
245
– – ﹤0.01% 1412
2023
Q1 		$722 Hold
245
– – ﹤0.01% 1487
2022
Q4 		$668 Hold
245
– – ﹤0.01% 1151
2022
Q3 		$1K Hold
245
– – ﹤0.01% 1060
2022
Q2 		$1K Hold
245
– – ﹤0.01% 976
2022
Q1 		$1K Hold
245
– – ﹤0.01% 1013
2021
Q4 		$1K Sell
245
-245
-50% -$1.53K ﹤0.01% 1005
2021
Q3 		$3K Buy
+490
New +$3.5K ﹤0.01% 894

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's BKD Position: Q1 2025 in Review

Avior Wealth Management sold out of Brookdale Senior Living (BKD) in Q1 2025, closing a stake of 245 shares — an estimated $1.23K sold.

Avior Wealth Management first reported a position in BKD in Q3 2021 and held it in 14 quarters. The position peaked at $3K in Q3 2021. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2025.

  • Avior Wealth Management reported no remaining Brookdale Senior Living position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 245 Brookdale Senior Living shares in Q1 2025, an estimated $1.23K.
  • Avior Wealth Management first reported a position in Brookdale Senior Living in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's Brookdale Senior Living position peaked at $3K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.