IFP Advisors’s Brookdale Senior Living BKD Stock Holding History

IFP Advisors’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 Q1	$862	Hold	63	–	–	﹤0.01%	4265
2025 Q4	$680	Hold	63	–	–	﹤0.01%	4194
2025 Q3	$534	Buy	+63	New	+$480	﹤0.01%	4157
2025 Q2	–	Hold	0	–	–	–	3074
2025 Q1	–	Sell	-10	Closed	-$50	–	4353
2024 Q4	$50	Buy	+10	New	+$57	﹤0.01%	4257
2023 Q3	–	Sell	-500	Closed	-$2.11K	–	3324
2023 Q2	$2.11K	Hold	500	–	–	﹤0.01%	2862
2023 Q1	$4.01K	Hold	500	–	–	﹤0.01%	2657
2022 Q4	$4K	Hold	500	–	–	﹤0.01%	3856
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	4093
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	3861
2022 Q1	$4K	Hold	500	–	–	﹤0.01%	3861
2021 Q4	$3K	Buy	+500	New	+$3.12K	﹤0.01%	2645
2021 Q3	–	Hold	0	–	–	–	3515
2021 Q2	–	Hold	0	–	–	–	3211
2021 Q1	–	Hold	0	–	–	–	3150
2020 Q4	–	Hold	0	–	–	–	3060
2020 Q3	–	Hold	0	–	–	–	2948
2020 Q2	–	Hold	0	–	–	–	2828
2020 Q1	–	Hold	0	–	–	–	2847
2019 Q4	–	Hold	0	–	–	–	2905
2019 Q3	–	Hold	0	–	–	–	3127
2019 Q1	–	Sell	-99	Closed	-$1K	–	2465
2018 Q4	$1K	Sell	99 -7	-7%	-$59	﹤0.01%	3272
2018 Q3	$1K	Sell	106 -16	-13%	-$147	﹤0.01%	3653
2018 Q2	$1K	Buy	+122	New	+$947	﹤0.01%	3697
2018 Q1	–	Hold	0	–	–	–	3746
2017 Q4	–	Sell	-100	Closed	-$1.02K	–	3818
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	3873
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	3853
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	3771
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	3753
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	3552
2016 Q2	$2K	Buy	+100	New	+$1.75K	﹤0.01%	3441

Other funds holding BKD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carronade Capital Management Darien, Connecticut $1.38B AUM 80.26% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return