Steward Partners Investment Advisory’s Brookdale Senior Living BKD Stock Holding History

Steward Partners Investment Advisory’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	-1,000	Closed	-$4K	–	3369
2022 Q3	$4K	Buy	+1,000	New	+$4.74K	﹤0.01%	2825
2018 Q4	–	Sell	-1,402	Closed	-$14K	–	916
2018 Q3	$14K	Hold	1,402	–	–	﹤0.01%	1715
2018 Q2	$13K	Hold	1,402	–	–	﹤0.01%	1640
2018 Q1	$9K	Sell	1,402 -5,967	-81%	-$50.4K	﹤0.01%	1598
2017 Q4	$71K	Buy	7,369 +3,842	+109%	+$39.2K	0.01%	716
2017 Q3	$37K	Buy	3,527 +622	+21%	+$7.87K	﹤0.01%	770
2017 Q2	$42K	Buy	+2,905	New	+$40.1K	﹤0.01%	664

Other funds holding BKD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Steward Partners Investment Advisory's BKD Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Brookdale Senior Living (BKD) in Q4 2022, closing a stake of 1,000 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in BKD in Q2 2017 and held it in 7 quarters. The position peaked at $71K in Q4 2017. 154 funds tracked by Wall St. Rank hold BKD as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Brookdale Senior Living position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,000 Brookdale Senior Living shares in Q4 2022, an estimated $4K.
Steward Partners Investment Advisory first reported a position in Brookdale Senior Living in Q2 2017 and held it in 7 quarters.
Steward Partners Investment Advisory's Brookdale Senior Living position peaked at $71K in Q4 2017.
154 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.