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Estate Counselors’s Acadia Healthcare ACHC Stock Holding History

Estate Counselors’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
2024
Q1 		– Sell
-16,410
Closed -$1.28M – 114
2023
Q4 		$1.28M Hold
16,410
– – 0.16% 89
2023
Q3 		$1.15M Buy
16,410
+145
+0.9% +$10.8K 0.15% 88
2023
Q2 		$1.3M Hold
16,265
– – 0.16% 88
2023
Q1 		$1.18M Buy
+16,265
New +$1.27M 0.16% 91

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Estate Counselors's ACHC Position: Q1 2024 in Review

Estate Counselors sold out of Acadia Healthcare (ACHC) in Q1 2024, closing a stake of 16,410 shares — an estimated $1.28M sold.

Estate Counselors first reported a position in ACHC in Q1 2023 and held it in 4 quarters. The position peaked at $1.3M in Q2 2023. 322 funds tracked by Wall St. Rank hold ACHC as of Q1 2024.

  • Estate Counselors reported no remaining Acadia Healthcare position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 16,410 Acadia Healthcare shares in Q1 2024, an estimated $1.28M.
  • Estate Counselors first reported a position in Acadia Healthcare in Q1 2023 and held it in 4 quarters.
  • Estate Counselors's Acadia Healthcare position peaked at $1.3M in Q2 2023.
  • 322 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.