Seven Springs Wealth Group’s Brookdale Senior Living BKD Stock Holding History

Seven Springs Wealth Group’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
2021 Q2	–	Sell	-1,099	Closed	-$7K	–	83
2021 Q1	$7K	Hold	1,099	–	–	﹤0.01%	127
2020 Q4	$5K	Hold	1,099	–	–	﹤0.01%	133
2020 Q3	$3K	Hold	1,099	–	–	﹤0.01%	127
2020 Q2	$3K	Hold	1,099	–	–	﹤0.01%	127
2020 Q1	$3K	Hold	1,099	–	–	﹤0.01%	126
2019 Q4	$8K	Buy	+1,099	New	+$8.16K	0.01%	171

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Seven Springs Wealth Group's BKD Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Brookdale Senior Living (BKD) in Q2 2021, closing a stake of 1,099 shares — an estimated $7K sold.

Seven Springs Wealth Group first reported a position in BKD in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 178 funds tracked by Wall St. Rank hold BKD as of Q2 2021.

Seven Springs Wealth Group reported no remaining Brookdale Senior Living position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 1,099 Brookdale Senior Living shares in Q2 2021, an estimated $7K.
Seven Springs Wealth Group first reported a position in Brookdale Senior Living in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Brookdale Senior Living position peaked at $8K in Q4 2019.
178 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.