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CM Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

CM Wealth Advisors’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
-10,550
Closed -$782K – 166
2023
Q1 		$782K Buy
+10,550
New +$822K 0.15% 196

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

CM Wealth Advisors's ACHC Position: Q2 2023 in Review

CM Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q2 2023, closing a stake of 10,550 shares — an estimated $782K sold.

CM Wealth Advisors first reported a position in ACHC in Q1 2023 and held it in 1 quarter. The position peaked at $782K in Q1 2023. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

  • CM Wealth Advisors reported no remaining Acadia Healthcare position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 10,550 Acadia Healthcare shares in Q2 2023, an estimated $782K.
  • CM Wealth Advisors first reported a position in Acadia Healthcare in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Acadia Healthcare position peaked at $782K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.