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Fiduciary Alliance’s Acadia Healthcare ACHC Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-65
Closed -$5.18K – 174
2023
Q2 		$5.18K Buy
+65
New +$4.7K ﹤0.01% 689
2023
Q1 		– Sell
-65
Closed -$5.35K – 142
2022
Q4 		$5.35K Buy
+65
New +$5.36K ﹤0.01% 514

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

Fiduciary Alliance's ACHC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Acadia Healthcare (ACHC) in Q3 2023, closing a stake of 65 shares — an estimated $5.18K sold.

Fiduciary Alliance first reported a position in ACHC in Q4 2022 and held it in 2 quarters. The position peaked at $5.35K in Q4 2022. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

  • Fiduciary Alliance reported no remaining Acadia Healthcare position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 65 Acadia Healthcare shares in Q3 2023, an estimated $5.18K.
  • Fiduciary Alliance first reported a position in Acadia Healthcare in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Acadia Healthcare position peaked at $5.35K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.