Baker Avenue Asset Management’s Acadia Healthcare ACHC Stock Holding History

Baker Avenue 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
2023 Q4	–	Sell	-13	Closed	-$914	–	372
2023 Q3	$914	Hold	13	–	–	﹤0.01%	1303
2023 Q2	$1.03K	Hold	13	–	–	﹤0.01%	1167
2023 Q1	$939	Hold	13	–	–	﹤0.01%	1196
2022 Q4	$1.07K	Buy	+13	New	+$1.07K	﹤0.01%	1077

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baker Avenue Asset Management's ACHC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 13 shares — an estimated $914 sold.

Baker Avenue Asset Management first reported a position in ACHC in Q4 2022 and held it in 4 quarters. The position peaked at $1.07K in Q4 2022. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

Baker Avenue Asset Management reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 13 Acadia Healthcare shares in Q4 2023, an estimated $914.
Baker Avenue Asset Management first reported a position in Acadia Healthcare in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Acadia Healthcare position peaked at $1.07K in Q4 2022.
313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.