Wealth Architects’s Brookdale Senior Living BKD Stock Holding History

Wealth Architects’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
2023 Q3	–	Sell	-13,000	Closed	-$54.9K	–	190
2023 Q2	$54.9K	Hold	13,000	–	–	0.01%	191
2023 Q1	$38.4K	Hold	13,000	–	–	0.01%	188
2022 Q4	$35.5K	Hold	13,000	–	–	0.01%	177
2022 Q3	$56K	Hold	13,000	–	–	0.01%	169
2022 Q2	$59K	Hold	13,000	–	–	0.01%	179
2022 Q1	$92K	Hold	13,000	–	–	0.02%	201
2021 Q4	$67K	Hold	13,000	–	–	0.01%	198
2021 Q3	$82K	Hold	13,000	–	–	0.02%	179
2021 Q2	$103K	Hold	13,000	–	–	0.02%	183
2021 Q1	$79K	Buy	+13,000	New	+$70K	0.02%	165

Other funds holding BKD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EDRH

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Architects's BKD Position: Q3 2023 in Review

Wealth Architects sold out of Brookdale Senior Living (BKD) in Q3 2023, closing a stake of 13,000 shares — an estimated $54.9K sold.

Wealth Architects first reported a position in BKD in Q1 2021 and held it in 10 quarters. The position peaked at $103K in Q2 2021. 146 funds tracked by Wall St. Rank hold BKD as of Q3 2023.

Wealth Architects reported no remaining Brookdale Senior Living position as of Q3 2023 after selling out during the quarter.
Wealth Architects sold 13,000 Brookdale Senior Living shares in Q3 2023, an estimated $54.9K.
Wealth Architects first reported a position in Brookdale Senior Living in Q1 2021 and held it in 10 quarters.
Wealth Architects's Brookdale Senior Living position peaked at $103K in Q2 2021.
146 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2023.

Based on Wealth Architects's 13F filing for Q3 2023, filed 9 Nov 2023.