Glassman Wealth Services’s Brookdale Senior Living BKD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-162
Closed -$1K 1234
2020
Q1
$1K Sell
162
-5
-3% -$29 ﹤0.01% 812
2019
Q4
$1K Hold
167
﹤0.01% 859
2019
Q3
$1K Buy
167
+1
+0.6% +$8 ﹤0.01% 791
2019
Q2
$1K Buy
166
+132
+388% +$871 ﹤0.01% 803
2019
Q1
$0 Buy
+34
New +$250 ﹤0.01% 1037

Other funds holding BKD

Glassman Wealth Services's BKD Position: Q2 2020 in Review

Glassman Wealth Services sold out of Brookdale Senior Living (BKD) in Q2 2020, closing a stake of 162 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BKD in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 151 funds tracked by Wall St. Rank hold BKD as of Q2 2020.

  • Glassman Wealth Services reported no remaining Brookdale Senior Living position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 162 Brookdale Senior Living shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Brookdale Senior Living in Q1 2019 and held it in 5 quarters.
  • Glassman Wealth Services's Brookdale Senior Living position peaked at $1K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.