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Blue Bell Private Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Blue Bell Private 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
2023
Q1 		– Sell
-30
Closed -$2.47K – 660
2022
Q4 		$2.47K Hold
30
– – ﹤0.01% 548
2022
Q3 		$2K Hold
30
– – ﹤0.01% 580
2022
Q2 		$2K Hold
30
– – ﹤0.01% 622
2022
Q1 		$2K Sell
30
-25
-45% -$1.45K ﹤0.01% 664
2021
Q4 		$3K Buy
+55
New +$3.28K ﹤0.01% 602

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Blue Bell Private Wealth Management's ACHC Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 30 shares — an estimated $2.47K sold.

Blue Bell Private Wealth Management first reported a position in ACHC in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 309 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 30 Acadia Healthcare shares in Q1 2023, an estimated $2.47K.
  • Blue Bell Private Wealth Management first reported a position in Acadia Healthcare in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Acadia Healthcare position peaked at $3K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.