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

Endurance 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 Q3	–	Sell	-1,000	Closed	-$5K	–	616
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	527
2022 Q1	$7K	Hold	1,000	–	–	﹤0.01%	544
2021 Q4	$5K	Hold	1,000	–	–	﹤0.01%	541
2021 Q3	$6K	Hold	1,000	–	–	﹤0.01%	552
2021 Q2	$7K	Hold	1,000	–	–	﹤0.01%	545
2021 Q1	$6K	Hold	1,000	–	–	﹤0.01%	561
2020 Q4	$4K	Hold	1,000	–	–	﹤0.01%	535
2020 Q3	$3K	Hold	1,000	–	–	﹤0.01%	544
2020 Q2	$3K	Hold	1,000	–	–	﹤0.01%	532
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	491
2019 Q4	$7K	Hold	1,000	–	–	﹤0.01%	439
2019 Q3	$8K	Buy	+1,000	New	+$7.91K	﹤0.01%	431

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

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

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 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

Endurance Wealth Management's BKD Position: Q3 2022 in Review

Endurance Wealth Management sold out of Brookdale Senior Living (BKD) in Q3 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Endurance Wealth Management first reported a position in BKD in Q3 2019 and held it in 12 quarters. The position peaked at $8K in Q3 2019. 168 funds tracked by Wall St. Rank hold BKD as of Q3 2022.

Endurance Wealth Management reported no remaining Brookdale Senior Living position as of Q3 2022 after selling out during the quarter.
Endurance Wealth Management sold 1,000 Brookdale Senior Living shares in Q3 2022, an estimated $5K.
Endurance Wealth Management first reported a position in Brookdale Senior Living in Q3 2019 and held it in 12 quarters.
Endurance Wealth Management's Brookdale Senior Living position peaked at $8K in Q3 2019.
168 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2022.

Based on Endurance Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.