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

Edge 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
2022 Q1	–	Sell	-1,000	Closed	-$5K	–	149
2021 Q4	$5K	Hold	1,000	–	–	﹤0.01%	330
2021 Q3	$6K	Hold	1,000	–	–	﹤0.01%	332
2021 Q2	$8K	Hold	1,000	–	–	﹤0.01%	318
2021 Q1	$6K	Hold	1,000	–	–	﹤0.01%	323
2020 Q4	$4K	Hold	1,000	–	–	﹤0.01%	302
2020 Q3	$3K	Sell	1,000 -1,000	-50%	-$2.76K	﹤0.01%	373
2020 Q2	$6K	Hold	2,000	–	–	﹤0.01%	519
2020 Q1	$6K	Hold	2,000	–	–	﹤0.01%	443
2019 Q4	$15K	Hold	2,000	–	–	﹤0.01%	367
2019 Q3	$15K	Hold	2,000	–	–	﹤0.01%	356
2019 Q2	$14K	Hold	2,000	–	–	﹤0.01%	378
2019 Q1	$13K	Hold	2,000	–	–	﹤0.01%	371
2018 Q4	$13K	Hold	2,000	–	–	﹤0.01%	371
2018 Q3	$20K	Hold	2,000	–	–	﹤0.01%	367
2018 Q2	$18K	Hold	2,000	–	–	﹤0.01%	359
2018 Q1	$13K	Hold	2,000	–	–	﹤0.01%	350
2017 Q4	$19K	Hold	2,000	–	–	0.01%	313
2017 Q3	$21K	Hold	2,000	–	–	0.01%	303
2017 Q2	$29K	Hold	2,000	–	–	0.01%	258
2017 Q1	$27K	Hold	2,000	–	–	0.01%	262
2016 Q4	$25K	Hold	2,000	–	–	0.01%	245
2016 Q3	$35K	Hold	2,000	–	–	0.01%	208
2016 Q2	$31K	Hold	2,000	–	–	0.01%	209
2016 Q1	$32K	Hold	2,000	–	–	0.01%	198
2015 Q4	$37K	Hold	2,000	–	–	0.01%	209
2015 Q3	$45K	Sell	2,000 -500	-20%	-$14.8K	0.02%	185
2015 Q2	$87K	Buy	+2,500	New	+$92.2K	0.03%	152

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

CCM

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 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

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

EDRH

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edge Wealth Management's BKD Position: Q1 2022 in Review

Edge Wealth Management sold out of Brookdale Senior Living (BKD) in Q1 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in BKD in Q2 2015 and held it in 27 quarters. The position peaked at $87K in Q2 2015. 186 funds tracked by Wall St. Rank hold BKD as of Q1 2022.

Edge Wealth Management reported no remaining Brookdale Senior Living position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 1,000 Brookdale Senior Living shares in Q1 2022, an estimated $5K.
Edge Wealth Management first reported a position in Brookdale Senior Living in Q2 2015 and held it in 27 quarters.
Edge Wealth Management's Brookdale Senior Living position peaked at $87K in Q2 2015.
186 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.