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Retirement Income Solutions’s Brookdale Senior Living BKD Stock Holding History

Retirement Income Solutions’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
2025
Q2 		– Sell
-22,742
Closed -$142K – 160
2025
Q1 		$142K Hold
22,742
– – 0.03% 142
2024
Q4 		$114K Buy
+22,742
New +$130K 0.02% 144

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Income Solutions's BKD Position: Q2 2025 in Review

Retirement Income Solutions sold out of Brookdale Senior Living (BKD) in Q2 2025, closing a stake of 22,742 shares — an estimated $142K sold.

Retirement Income Solutions first reported a position in BKD in Q4 2024 and held it in 2 quarters. The position peaked at $142K in Q1 2025. 180 funds tracked by Wall St. Rank hold BKD as of Q2 2025.

  • Retirement Income Solutions reported no remaining Brookdale Senior Living position as of Q2 2025 after selling out during the quarter.
  • Retirement Income Solutions sold 22,742 Brookdale Senior Living shares in Q2 2025, an estimated $142K.
  • Retirement Income Solutions first reported a position in Brookdale Senior Living in Q4 2024 and held it in 2 quarters.
  • Retirement Income Solutions's Brookdale Senior Living position peaked at $142K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2025.

Based on Retirement Income Solutions's 13F filing for Q2 2025, filed 15 Jul 2025.