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True Wealth Design’s Brookdale Senior Living BKD Stock Holding History

True Wealth Design’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
-31
Closed -$211 – 1376
2024
Q3 		$211 Buy
+31
New +$221 ﹤0.01% 1195

Other funds holding BKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 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 $920M AUM 86.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

True Wealth Design's BKD Position: Q4 2024 in Review

True Wealth Design sold out of Brookdale Senior Living (BKD) in Q4 2024, closing a stake of 31 shares — an estimated $211 sold.

True Wealth Design first reported a position in BKD in Q3 2024 and held it in 1 quarter. The position peaked at $211 in Q3 2024. 174 funds tracked by Wall St. Rank hold BKD as of Q4 2024.

  • True Wealth Design reported no remaining Brookdale Senior Living position as of Q4 2024 after selling out during the quarter.
  • True Wealth Design sold 31 Brookdale Senior Living shares in Q4 2024, an estimated $211.
  • True Wealth Design first reported a position in Brookdale Senior Living in Q3 2024 and held it in 1 quarter.
  • True Wealth Design's Brookdale Senior Living position peaked at $211 in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.