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BerganKDV Wealth Management’s Acadia Healthcare ACHC Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-12
Closed – – 946
2020
Q1 		$0 Hold
12
– – ﹤0.01% 917
2019
Q4 		$0 Buy
+12
New +$376 ﹤0.01% 928

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's ACHC Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Acadia Healthcare (ACHC) in Q2 2020, closing a stake of 12 shares.

BerganKDV Wealth Management first reported a position in ACHC in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 218 funds tracked by Wall St. Rank hold ACHC as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Acadia Healthcare position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 12 Acadia Healthcare shares in Q2 2020.
  • BerganKDV Wealth Management first reported a position in Acadia Healthcare in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Acadia Healthcare position peaked at $0 in Q1 2020.
  • 218 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.