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Capital Performance Advisors’s Brookdale Senior Living BKD Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-45
Closed -$306 – 489
2024
Q3 		$306 Buy
+45
New +$321 ﹤0.01% 2454

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CCM
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FFL
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Wellington Management Group
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RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's BKD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 45 shares — an estimated $306 sold.

Capital Performance Advisors first reported a position in BKD in Q3 2024 and held it in 1 quarter. The position peaked at $306 in Q3 2024. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 45 Brookdale Senior Living shares in Q4 2024, an estimated $306.
  • Capital Performance Advisors first reported a position in Brookdale Senior Living in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Brookdale Senior Living position peaked at $306 in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.