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

Visionary 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
2024 Q1	–	Sell	-40,200	Closed	-$234K	–	485
2023 Q4	$234K	Sell	40,200 -100	-0.2%	-$469	0.02%	435
2023 Q3	$167K	Sell	40,300 -500	-1%	-$2.01K	0.01%	431
2023 Q2	$172K	Sell	40,800 -1,000	-2%	-$3.87K	0.01%	437
2023 Q1	$123K	Hold	41,800	–	–	0.01%	433
2022 Q4	$114K	Sell	41,800 -9,400	-18%	-$35.1K	0.01%	402
2022 Q3	$219K	Sell	51,200 -11,000	-18%	-$52.1K	0.02%	354
2022 Q2	$282K	Buy	62,200 +18,000	+41%	+$106K	0.03%	334
2022 Q1	$312K	Buy	44,200 +500	+1%	+$3.05K	0.03%	320
2021 Q4	$225K	Sell	43,700 -19,700	-31%	-$123K	0.02%	345
2021 Q3	$399K	Buy	63,400 +10,300	+19%	+$73.5K	0.04%	213
2021 Q2	$419K	Buy	+53,100	New	+$382K	0.04%	220

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

Deerfield Management New York $9.59B AUM 113.36% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EDRH

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

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Visionary Wealth Advisors's BKD Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Brookdale Senior Living (BKD) in Q1 2024, closing a stake of 40,200 shares — an estimated $234K sold.

Visionary Wealth Advisors first reported a position in BKD in Q2 2021 and held it in 11 quarters. The position peaked at $419K in Q2 2021. 172 funds tracked by Wall St. Rank hold BKD as of Q1 2024.

Visionary Wealth Advisors reported no remaining Brookdale Senior Living position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 40,200 Brookdale Senior Living shares in Q1 2024, an estimated $234K.
Visionary Wealth Advisors first reported a position in Brookdale Senior Living in Q2 2021 and held it in 11 quarters.
Visionary Wealth Advisors's Brookdale Senior Living position peaked at $419K in Q2 2021.
172 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.