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Advisors Asset Management’s Acadia Healthcare ACHC Stock Holding History

Advisors Asset Management’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,060
Closed -$448K – 1474
2024
Q3 		$448K Sell
7,060
-121
-2% -$8.74K 0.01% 966
2024
Q2 		$485K Sell
7,181
-58
-0.8% -$4.05K 0.01% 907
2024
Q1 		$573K Sell
7,239
-231
-3% -$18.9K 0.01% 875
2023
Q4 		$581K Sell
7,470
-1,404
-16% -$104K 0.01% 855
2023
Q3 		$624K Sell
8,874
-207
-2% -$15.5K 0.01% 844
2023
Q2 		$723K Buy
9,081
+1,300
+17% +$93.9K 0.01% 841
2023
Q1 		$562K Buy
7,781
+1,154
+17% +$90K 0.01% 906
2022
Q4 		$546K Buy
+6,627
New +$546K 0.01% 904
2018
Q2 		– Sell
-2,649
Closed -$101K – 1584
2018
Q1 		$101K Sell
2,649
-46
-2% -$1.69K ﹤0.01% 1315
2017
Q4 		$88K Sell
2,695
-95
-3% -$3.29K ﹤0.01% 1350
2017
Q3 		$133K Sell
2,790
-277
-9% -$13.5K ﹤0.01% 1305
2017
Q2 		$151K Sell
3,067
-138
-4% -$6.11K ﹤0.01% 1316
2017
Q1 		$140K Sell
3,205
-339
-10% -$13.8K ﹤0.01% 1349
2016
Q4 		$117K Sell
3,544
-216
-6% -$8.38K ﹤0.01% 1481
2016
Q3 		$186K Buy
3,760
+3,185
+554% +$166K ﹤0.01% 1367
2016
Q2 		$32K Buy
+575
New +$33.6K ﹤0.01% 1756
2014
Q3 		– Sell
-942
Closed -$43K – 1774
2014
Q2 		$43K Sell
942
-151
-14% -$6.64K ﹤0.01% 1692
2014
Q1 		$49K Sell
1,093
-206
-16% -$10.2K ﹤0.01% 1636
2013
Q4 		$61K Sell
1,299
-1,342
-51% -$58.3K ﹤0.01% 1559
2013
Q3 		$104K Buy
2,641
+1,281
+94% +$47.5K ﹤0.01% 1334
2013
Q2 		$45K Buy
+1,360
New +$44.1K ﹤0.01% 1564

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Advisors Asset Management's ACHC Position: Q4 2024 in Review

Advisors Asset Management sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 7,060 shares — an estimated $448K sold.

Advisors Asset Management first reported a position in ACHC in Q2 2013 and held it in 21 quarters. The position peaked at $723K in Q2 2023. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

  • Advisors Asset Management reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
  • Advisors Asset Management sold 7,060 Acadia Healthcare shares in Q4 2024, an estimated $448K.
  • Advisors Asset Management first reported a position in Acadia Healthcare in Q2 2013 and held it in 21 quarters.
  • Advisors Asset Management's Acadia Healthcare position peaked at $723K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on Advisors Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.