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VWA
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
Shares
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
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
DM
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$8.48B AUM
99.04%
1-Year Est. Return
CCM
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Boston, Massachusetts
$1.07B AUM
8.19%
1-Year Est. Return
GCM
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$3.98B AUM
20.52%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
EDRH
Edmond de Rothschild Holding
Chambesy, Switzerland
$6.91B AUM
19.7%
1-Year Est. Return
ITP
Iron Triangle Partners
Cos Cob, Connecticut
$875M AUM
49.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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