Ellevest Inc’s Acadia Healthcare ACHC Stock Holding History

Ellevest Inc’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	-209	Closed	-$17.2K	–	1873
2022 Q4	$17.2K	Hold	209	–	–	﹤0.01%	893
2022 Q3	$16K	Sell	209 -4	-2%	-$320	﹤0.01%	870
2022 Q2	$14K	Hold	213	–	–	﹤0.01%	814
2022 Q1	$14K	Hold	213	–	–	﹤0.01%	806
2021 Q4	$13K	Hold	213	–	–	﹤0.01%	792
2021 Q3	$14K	Hold	213	–	–	﹤0.01%	740
2021 Q2	$13K	Hold	213	–	–	﹤0.01%	712
2021 Q1	$12K	Hold	213	–	–	﹤0.01%	748
2020 Q4	$11K	Sell	213 -74	-26%	-$2.95K	﹤0.01%	724
2020 Q3	$8K	Hold	287	–	–	﹤0.01%	684
2020 Q2	$7K	Sell	287 -29	-9%	-$724	﹤0.01%	666
2020 Q1	$6K	Buy	316 +8	+3%	+$229	﹤0.01%	617
2019 Q4	$10K	Buy	+308	New	+$9.65K	﹤0.01%	523

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ellevest Inc's ACHC Position: Q1 2023 in Review

Ellevest Inc sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 209 shares — an estimated $17.2K sold.

Ellevest Inc first reported a position in ACHC in Q4 2019 and held it in 13 quarters. The position peaked at $17.2K in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

Ellevest Inc reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 209 Acadia Healthcare shares in Q1 2023, an estimated $17.2K.
Ellevest Inc first reported a position in Acadia Healthcare in Q4 2019 and held it in 13 quarters.
Ellevest Inc's Acadia Healthcare position peaked at $17.2K in Q4 2022.
310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.