Cary Street Partners Investment Advisory’s Acadia Healthcare ACHC Stock Holding History

Cary Street Partners Investment Advisory’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	-70	Closed	-$4.92K	–	658
2023 Q3	$4.92K	Hold	70	–	–	﹤0.01%	1482
2023 Q2	$5.58K	Hold	70	–	–	﹤0.01%	1384
2023 Q1	$5.06K	Hold	70	–	–	﹤0.01%	1327
2022 Q4	$5.76K	Buy	+70	New	+$5.77K	﹤0.01%	1300

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 $6.73T AUM 46.02% 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

Cary Street Partners Investment Advisory's ACHC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 70 shares — an estimated $4.92K sold.

Cary Street Partners Investment Advisory first reported a position in ACHC in Q4 2022 and held it in 4 quarters. The position peaked at $5.76K in Q4 2022. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 70 Acadia Healthcare shares in Q4 2023, an estimated $4.92K.
Cary Street Partners Investment Advisory first reported a position in Acadia Healthcare in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Acadia Healthcare position peaked at $5.76K in Q4 2022.
313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.