CA Family Wealth’s Acadia Healthcare ACHC Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-6,141	Closed	-$204K	–	43
2019 Q4	$204K	Buy	+6,141	New	+$192K	0.14%	127

Other funds holding ACHC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CA Family Wealth's ACHC Position: Q1 2020 in Review

CA Family Wealth sold out of Acadia Healthcare (ACHC) in Q1 2020, closing a stake of 6,141 shares — an estimated $204K sold.

CA Family Wealth first reported a position in ACHC in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 218 funds tracked by Wall St. Rank hold ACHC as of Q1 2020.

CA Family Wealth reported no remaining Acadia Healthcare position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 6,141 Acadia Healthcare shares in Q1 2020, an estimated $204K.
CA Family Wealth first reported a position in Acadia Healthcare in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Acadia Healthcare position peaked at $204K in Q4 2019.
218 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.