AAS
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Avantax Advisory Services’s Acadia Healthcare ACHC Stock Holding History

Avantax Advisory Services’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
-4,779
Closed -$303K – 2181
2024
Q3 		$303K Buy
4,779
+928
+24% +$67K ﹤0.01% 1740
2024
Q2 		$260K Buy
+3,851
New +$269K ﹤0.01% 1793

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

Avantax Advisory Services's ACHC Position: Q4 2024 in Review

Avantax Advisory Services sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 4,779 shares — an estimated $303K sold.

Avantax Advisory Services first reported a position in ACHC in Q2 2024 and held it in 2 quarters. The position peaked at $303K in Q3 2024. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

  • Avantax Advisory Services reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 4,779 Acadia Healthcare shares in Q4 2024, an estimated $303K.
  • Avantax Advisory Services first reported a position in Acadia Healthcare in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Acadia Healthcare position peaked at $303K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.