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Avantax Planning Partners’s Acadia Healthcare ACHC Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-156
Closed -$6K – 246
2018
Q1 		$6K Buy
+156
New +$5.72K ﹤0.01% 1238

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Vanguard Group
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Aristotle Capital Management
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JP Morgan Chase
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Avantax Planning Partners's ACHC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Acadia Healthcare (ACHC) in Q2 2018, closing a stake of 156 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in ACHC in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 251 funds tracked by Wall St. Rank hold ACHC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Acadia Healthcare position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 156 Acadia Healthcare shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Acadia Healthcare in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Acadia Healthcare position peaked at $6K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.