BDO Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$42.2K	Hold	10,000	–	–	﹤0.01%	467
2023 Q1	$29.5K	Hold	10,000	–	–	﹤0.01%	519
2022 Q4	$27.3K	Hold	10,000	–	–	﹤0.01%	517
2022 Q3	$43K	Hold	10,000	–	–	0.01%	426
2022 Q2	$45K	Hold	10,000	–	–	0.01%	422
2022 Q1	$71K	Hold	10,000	–	–	0.01%	376
2021 Q4	$52K	Hold	10,000	–	–	0.01%	440
2021 Q3	$63K	Hold	10,000	–	–	0.01%	409
2021 Q2	$79K	Hold	10,000	–	–	0.01%	399
2021 Q1	$61K	Hold	10,000	–	–	0.01%	417
2020 Q4	$44K	Buy	+10,000	New	+$36.9K	0.01%	369
2019 Q4	–	Sell	-5,000	Closed	-$38K	–	585
2019 Q3	$38K	Sell	5,000 -5,000	-50%	-$39.6K	0.01%	342
2019 Q2	$72K	Hold	10,000	–	–	0.02%	273
2019 Q1	$66K	Buy	+10,000	New	+$73.4K	0.02%	255

Other funds holding BKD

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

GCM

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

CCM

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

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

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

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

EDRH

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

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

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

BDO Wealth Advisors's BKD Position: Q2 2023 in Review

BDO Wealth Advisors held its Brookdale Senior Living (BKD) position steady in Q2 2023 at 10,000 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

BDO Wealth Advisors first reported a position in BKD in Q1 2019 and has held it in 14 quarters since. The position peaked at $79K in Q2 2021. 155 funds tracked by Wall St. Rank hold BKD as of Q2 2023.

BDO Wealth Advisors held 10,000 shares of Brookdale Senior Living worth $42.2K as of Q2 2023.
BDO Wealth Advisors left its Brookdale Senior Living share count unchanged in Q2 2023.
Brookdale Senior Living made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #467 holding.
BDO Wealth Advisors first reported a position in Brookdale Senior Living in Q1 2019 and has held it in 14 quarters since.
BDO Wealth Advisors's Brookdale Senior Living position peaked at $79K in Q2 2021.
155 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.