GWP
BKD icon

Gen-Wealth Partners’s Brookdale Senior Living BKD Stock Holding History

Gen-Wealth Partners’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
2024
Q3 		– Sell
-100
Closed -$683 – 663
2024
Q2 		$683 Hold
100
– – ﹤0.01% 608
2024
Q1 		$661 Buy
+100
New +$583 ﹤0.01% 594

Other funds holding BKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Gen-Wealth Partners's BKD Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Brookdale Senior Living (BKD) in Q3 2024, closing a stake of 100 shares — an estimated $683 sold.

Gen-Wealth Partners first reported a position in BKD in Q1 2024 and held it in 2 quarters. The position peaked at $683 in Q2 2024. 196 funds tracked by Wall St. Rank hold BKD as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Brookdale Senior Living position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 100 Brookdale Senior Living shares in Q3 2024, an estimated $683.
  • Gen-Wealth Partners first reported a position in Brookdale Senior Living in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Brookdale Senior Living position peaked at $683 in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.