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Belpointe Asset Management’s Acadia Healthcare ACHC Stock Holding History

Belpointe 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
Q2 		– Sell
-982
Closed -$70.9K – 634
2023
Q1 		$70.9K Buy
982
+423
+76% +$33K ﹤0.01% 1499
2022
Q4 		$46K Buy
+559
New +$46.1K ﹤0.01% 1659

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Belpointe Asset Management's ACHC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Acadia Healthcare (ACHC) in Q2 2023, closing a stake of 982 shares — an estimated $70.9K sold.

Belpointe Asset Management first reported a position in ACHC in Q4 2022 and held it in 2 quarters. The position peaked at $70.9K in Q1 2023. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Acadia Healthcare position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 982 Acadia Healthcare shares in Q2 2023, an estimated $70.9K.
  • Belpointe Asset Management first reported a position in Acadia Healthcare in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Acadia Healthcare position peaked at $70.9K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.