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Avior Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-8
Closed -$317 – 751
2024
Q4 		$317 Sell
8
-555
-99% -$25K ﹤0.01% 2324
2024
Q3 		$35.7K Sell
563
-123
-18% -$8.88K ﹤0.01% 1240
2024
Q2 		$46.3K Buy
686
+55
+9% +$3.84K ﹤0.01% 1119
2024
Q1 		$50K Buy
+631
New +$51.6K ﹤0.01% 1234

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avior Wealth Management's ACHC Position: Q1 2025 in Review

Avior Wealth Management sold out of Acadia Healthcare (ACHC) in Q1 2025, closing a stake of 8 shares — an estimated $317 sold.

Avior Wealth Management first reported a position in ACHC in Q1 2024 and held it in 4 quarters. The position peaked at $50K in Q1 2024. 292 funds tracked by Wall St. Rank hold ACHC as of Q1 2025.

  • Avior Wealth Management reported no remaining Acadia Healthcare position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 Acadia Healthcare shares in Q1 2025, an estimated $317.
  • Avior Wealth Management first reported a position in Acadia Healthcare in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Acadia Healthcare position peaked at $50K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.