Endurance Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Endurance 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 Q2	$4K	Hold	50	–	–	﹤0.01%	550
2023 Q1	$3K	Hold	50	–	–	﹤0.01%	570
2022 Q4	$4K	Hold	50	–	–	﹤0.01%	534
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	525
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	550
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	574
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	559
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	571
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	581
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	583
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	551
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	585
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	574
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	528
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	486
2019 Q3	$2K	Buy	+50	New	+$1.52K	﹤0.01%	485

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Endurance Wealth Management's ACHC Position: Q2 2023 in Review

Endurance Wealth Management held its Acadia Healthcare (ACHC) position steady in Q2 2023 at 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Endurance Wealth Management first reported a position in ACHC in Q3 2019 and has held it in 16 quarters since. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

Endurance Wealth Management held 50 shares of Acadia Healthcare worth $4K as of Q2 2023.
Endurance Wealth Management left its Acadia Healthcare share count unchanged in Q2 2023.
Acadia Healthcare made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #550 holding.
Endurance Wealth Management first reported a position in Acadia Healthcare in Q3 2019 and has held it in 16 quarters since.
280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.