Evoke Wealth’s Acadia Healthcare ACHC Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-24	Closed	-$1K	–	1013
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	933
2020 Q1	$440	Buy	+24	New	+$687	﹤0.01%	1028

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's ACHC Position: Q3 2020 in Review

Evoke Wealth sold out of Acadia Healthcare (ACHC) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Evoke Wealth first reported a position in ACHC in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 223 funds tracked by Wall St. Rank hold ACHC as of Q3 2020.

Evoke Wealth reported no remaining Acadia Healthcare position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 24 Acadia Healthcare shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in Acadia Healthcare in Q1 2020 and held it in 2 quarters.
Evoke Wealth's Acadia Healthcare position peaked at $1K in Q2 2020.
223 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.