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Evolution Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

Evolution 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
2020
Q1 		– Sell
-308
Closed -$10K – 307
2019
Q4 		$10K Buy
308
+280
+1,000% +$8.77K ﹤0.01% 294
2019
Q3 		$1K Sell
28
-280
-91% -$8.53K ﹤0.01% 455
2019
Q2 		$11K Buy
+308
New +$9.96K ﹤0.01% 164

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Wealth Advisors's ACHC Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q1 2020, closing a stake of 308 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in ACHC in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2019. 218 funds tracked by Wall St. Rank hold ACHC as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Acadia Healthcare position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 308 Acadia Healthcare shares in Q1 2020, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Acadia Healthcare in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Acadia Healthcare position peaked at $11K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.