Beacon Pointe Advisors’s Brookdale Senior Living BKD Stock Holding History

Beacon Pointe 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
2021 Q1	–	Sell	-38,145	Closed	-$168K	–	536
2020 Q4	$168K	Hold	38,145	–	–	0.01%	487
2020 Q3	$97K	Buy	38,145 +6,000	+19%	+$16.5K	0.01%	389
2020 Q2	$96K	Buy	+32,145	New	+$104K	0.01%	393

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Beacon Pointe Advisors's BKD Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of Brookdale Senior Living (BKD) in Q1 2021, closing a stake of 38,145 shares — an estimated $168K sold.

Beacon Pointe Advisors first reported a position in BKD in Q2 2020 and held it in 3 quarters. The position peaked at $168K in Q4 2020. 167 funds tracked by Wall St. Rank hold BKD as of Q1 2021.

Beacon Pointe Advisors reported no remaining Brookdale Senior Living position as of Q1 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 38,145 Brookdale Senior Living shares in Q1 2021, an estimated $168K.
Beacon Pointe Advisors first reported a position in Brookdale Senior Living in Q2 2020 and held it in 3 quarters.
Beacon Pointe Advisors's Brookdale Senior Living position peaked at $168K in Q4 2020.
167 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.