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TCI Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History

TCI Wealth 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
2021
Q4 		– Sell
-738
Closed -$5K – 2312
2021
Q3 		$5K Buy
738
+430
+140% +$3.07K ﹤0.01% 1552
2021
Q2 		$2K Hold
308
– – ﹤0.01% 1955
2021
Q1 		$2K Buy
+308
New +$1.66K ﹤0.01% 1678
2019
Q1 		– Sell
-115
Closed -$1K – 1413
2018
Q4 		$1K Hold
115
– – ﹤0.01% 1152
2018
Q3 		$1K Hold
115
– – ﹤0.01% 1164
2018
Q2 		$1K Buy
+115
New +$892 ﹤0.01% 1246
2017
Q4 		– Sell
-46
Closed – – 1375
2017
Q3 		$0 Hold
46
– – ﹤0.01% 1324
2017
Q2 		$1K Hold
46
– – ﹤0.01% 1095
2017
Q1 		$1K Sell
46
-36
-44% -$508 ﹤0.01% 1047
2016
Q4 		$1K Sell
82
-1,279
-94% -$17.2K ﹤0.01% 1128
2016
Q3 		$24K Buy
1,361
+56
+4% +$966 0.01% 409
2016
Q2 		$20K Hold
1,305
– – 0.01% 442
2016
Q1 		$21K Hold
1,305
– – 0.01% 433
2015
Q4 		$24K Hold
1,305
– – 0.01% 405
2015
Q3 		$30K Hold
1,305
– – 0.02% 340
2015
Q2 		$45K Buy
1,305
+76
+6% +$2.8K 0.03% 291
2015
Q1 		$46K Hold
1,229
– – 0.03% 244
2014
Q4 		$45K Hold
1,229
– – 0.03% 256
2014
Q3 		$40K Hold
1,229
– – 0.03% 252
2014
Q2 		$41K Buy
1,229
+78
+7% +$2.54K 0.02% 261
2014
Q1 		$39K Hold
1,151
– – 0.03% 253
2013
Q4 		$31K Hold
1,151
– – 0.02% 296
2013
Q3 		$30K Hold
1,151
– – 0.02% 245
2013
Q2 		$30K Buy
+1,151
New +$31.7K 0.02% 260

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

TCI Wealth Advisors's BKD Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Brookdale Senior Living (BKD) in Q4 2021, closing a stake of 738 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in BKD in Q2 2013 and held it in 24 quarters. The position peaked at $46K in Q1 2015. 195 funds tracked by Wall St. Rank hold BKD as of Q4 2021.

  • TCI Wealth Advisors reported no remaining Brookdale Senior Living position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 738 Brookdale Senior Living shares in Q4 2021, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Brookdale Senior Living in Q2 2013 and held it in 24 quarters.
  • TCI Wealth Advisors's Brookdale Senior Living position peaked at $46K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.