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Valeo Financial Advisors’s Brookdale Senior Living BKD Stock Holding History

Valeo Financial 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
Q2 		– Sell
-1,500
Closed -$9K – 669
2021
Q1 		$9K Buy
+1,500
New +$8.07K ﹤0.01% 1382

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Valeo Financial Advisors's BKD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Brookdale Senior Living (BKD) in Q2 2021, closing a stake of 1,500 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in BKD in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 178 funds tracked by Wall St. Rank hold BKD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Brookdale Senior Living position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,500 Brookdale Senior Living shares in Q2 2021, an estimated $9K.
  • Valeo Financial Advisors first reported a position in Brookdale Senior Living in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Brookdale Senior Living position peaked at $9K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.