Coppell Advisory Solutions’s Brookdale Senior Living BKD Stock Holding History

Coppell Advisory Solutions’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 Q4	–	Sell	-6	Closed	-$67	–	1746
2023 Q3	$67	Sell	6 -22	-79%	-$88	﹤0.01%	1160
2023 Q2	$364	Buy	+28	New	+$108	﹤0.01%	1266

Other funds holding BKD

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

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

CCM

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

Deerfield Management New York $9.59B AUM 113.36% 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

EDRH

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Coppell Advisory Solutions's BKD Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Brookdale Senior Living (BKD) in Q4 2023, closing a stake of 6 shares — an estimated $67 sold.

Coppell Advisory Solutions first reported a position in BKD in Q2 2023 and held it in 2 quarters. The position peaked at $364 in Q2 2023. 164 funds tracked by Wall St. Rank hold BKD as of Q4 2023.

Coppell Advisory Solutions reported no remaining Brookdale Senior Living position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 6 Brookdale Senior Living shares in Q4 2023, an estimated $67.
Coppell Advisory Solutions first reported a position in Brookdale Senior Living in Q2 2023 and held it in 2 quarters.
Coppell Advisory Solutions's Brookdale Senior Living position peaked at $364 in Q2 2023.
164 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.