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NewEdge Advisors’s Brookdale Senior Living BKD Stock Holding History

NewEdge 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
2024
Q4 		– Sell
-30,422
Closed -$207K – 3912
2024
Q3 		$207K Buy
+30,422
New +$217K ﹤0.01% 1987
2023
Q1 		– Sell
-295
Closed -$847 – 3498
2022
Q4 		$1 Buy
+295
New +$1.1K ﹤0.01% 3985

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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
ACM
Adelante Capital Management Alameda, California $1.52B AUM 23.15% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewEdge Advisors's BKD Position: Q4 2024 in Review

NewEdge Advisors sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 30,422 shares — an estimated $207K sold.

NewEdge Advisors first reported a position in BKD in Q4 2022 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • NewEdge Advisors reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 30,422 Brookdale Senior Living shares in Q4 2024, an estimated $207K.
  • NewEdge Advisors first reported a position in Brookdale Senior Living in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Brookdale Senior Living position peaked at $207K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.