Global Wealth Strategies & Associates’s Brookdale Senior Living BKD Stock Holding History

Global Wealth Strategies & Associates’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
2026 Q2	–	Sell	-142	Closed	-$1.94K	–	139
2026 Q1	$1.94K	Hold	142	–	–	﹤0.01%	423
2025 Q4	$1.53K	Hold	142	–	–	﹤0.01%	455
2025 Q3	$1.2K	Hold	142	–	–	﹤0.01%	419
2025 Q2	$988	Hold	142	–	–	﹤0.01%	334
2025 Q1	$889	Hold	142	–	–	﹤0.01%	428
2024 Q4	$714	Hold	142	–	–	﹤0.01%	359
2024 Q3	$964	Hold	142	–	–	﹤0.01%	324
2024 Q2	$970	Hold	142	–	–	﹤0.01%	291
2024 Q1	$939	Hold	142	–	–	﹤0.01%	312
2023 Q4	$826	Buy	+142	New	+$666	﹤0.01%	284

Other funds holding BKD

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return