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ICA Group Wealth Management’s Brookdale Senior Living BKD Stock Holding History

ICA Group 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
Q4 		– Sell
-10,354
Closed -$44K – 1318
2022
Q3 		$44K Hold
10,354
– – 0.01% 357
2022
Q2 		$48K Hold
10,354
– – 0.01% 382
2022
Q1 		$57K Buy
+10,354
New +$63.2K 0.01% 375

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DM
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EDRH
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ICA Group Wealth Management's BKD Position: Q4 2022 in Review

ICA Group Wealth Management sold out of Brookdale Senior Living (BKD) in Q4 2022, closing a stake of 10,354 shares — an estimated $44K sold.

ICA Group Wealth Management first reported a position in BKD in Q1 2022 and held it in 3 quarters. The position peaked at $57K in Q1 2022. 153 funds tracked by Wall St. Rank hold BKD as of Q4 2022.

  • ICA Group Wealth Management reported no remaining Brookdale Senior Living position as of Q4 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 10,354 Brookdale Senior Living shares in Q4 2022, an estimated $44K.
  • ICA Group Wealth Management first reported a position in Brookdale Senior Living in Q1 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Brookdale Senior Living position peaked at $57K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2022.

Based on ICA Group Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.