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Ellevest Inc’s Brookdale Senior Living BKD Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-32
Closed -$87 – 1899
2022
Q4 		$87 Buy
+32
New +$120 ﹤0.01% 1764
2022
Q3 		– Sell
-26
Closed – – 1618
2022
Q2 		$0 Sell
26
-53
-67% -$313 ﹤0.01% 1410
2022
Q1 		$1K Sell
79
-33
-29% -$201 ﹤0.01% 1260
2021
Q4 		$1K Sell
112
-285
-72% -$1.78K ﹤0.01% 1246
2021
Q3 		$3K Buy
+397
New +$2.83K ﹤0.01% 1049

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DM
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FFL
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Dimensional Fund Advisors
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EDRH
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Renaissance Technologies
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's BKD Position: Q1 2023 in Review

Ellevest Inc sold out of Brookdale Senior Living (BKD) in Q1 2023, closing a stake of 32 shares — an estimated $87 sold.

Ellevest Inc first reported a position in BKD in Q3 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 157 funds tracked by Wall St. Rank hold BKD as of Q1 2023.

  • Ellevest Inc reported no remaining Brookdale Senior Living position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 32 Brookdale Senior Living shares in Q1 2023, an estimated $87.
  • Ellevest Inc first reported a position in Brookdale Senior Living in Q3 2021 and held it in 5 quarters.
  • Ellevest Inc's Brookdale Senior Living position peaked at $3K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.