FPFS
BKD icon

First Personal Financial Services’s Brookdale Senior Living BKD Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-75
Closed -$317 – 391
2023
Q2 		$317 Hold
75
– – ﹤0.01% 373
2023
Q1 		$222 Hold
75
– – ﹤0.01% 399
2022
Q4 		$205 Hold
75
– – ﹤0.01% 389
2022
Q3 		$0 Hold
75
– – ﹤0.01% 431
2022
Q2 		$0 Hold
75
– – ﹤0.01% 329
2022
Q1 		$1K Buy
+75
New +$458 ﹤0.01% 325
2018
Q2 		– Sell
-1,533
Closed -$10K – 683
2018
Q1 		$10K Sell
1,533
-1,046
-41% -$8.84K ﹤0.01% 781
2017
Q4 		$25K Sell
2,579
-1,103
-30% -$11.2K ﹤0.01% 609
2017
Q3 		$39K Hold
3,682
– – 0.01% 468
2017
Q2 		$54K Buy
3,682
+2,047
+125% +$28.3K 0.01% 403
2017
Q1 		$22K Buy
1,635
+720
+79% +$10.2K 0.01% 545
2016
Q4 		$11K Buy
915
+35
+4% +$470 ﹤0.01% 685
2016
Q3 		$15K Buy
880
+505
+135% +$8.71K ﹤0.01% 486
2016
Q2 		$6K Buy
+375
New +$6.54K ﹤0.01% 653

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Personal Financial Services's BKD Position: Q3 2023 in Review

First Personal Financial Services sold out of Brookdale Senior Living (BKD) in Q3 2023, closing a stake of 75 shares — an estimated $317 sold.

First Personal Financial Services first reported a position in BKD in Q2 2016 and held it in 14 quarters. The position peaked at $54K in Q2 2017. 146 funds tracked by Wall St. Rank hold BKD as of Q3 2023.

  • First Personal Financial Services reported no remaining Brookdale Senior Living position as of Q3 2023 after selling out during the quarter.
  • First Personal Financial Services sold 75 Brookdale Senior Living shares in Q3 2023, an estimated $317.
  • First Personal Financial Services first reported a position in Brookdale Senior Living in Q2 2016 and held it in 14 quarters.
  • First Personal Financial Services's Brookdale Senior Living position peaked at $54K in Q2 2017.
  • 146 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2023.

Based on First Personal Financial Services's 13F filing for Q3 2023, filed 19 Oct 2023.