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Financial Gravity Asset Management’s Acadia Healthcare ACHC Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-1
Closed -$41 – 1413
2024
Q1 		$41 Buy
+1
New +$82 ﹤0.01% 1838
2023
Q2 		– Sell
-72
Closed -$2.06K – 1633
2023
Q1 		$2.06K Sell
72
-10
-12% -$779 0.06% 305
2022
Q4 		$792 Sell
82
-1,166
-93% -$96.1K ﹤0.01% 710
2022
Q3 		$2.17K Buy
1,248
+24
+2% +$1.92K 0.07% 273
2022
Q2 		$2.29K Buy
+1,224
New +$85.4K 0.07% 267
2022
Q1 		– Sell
-1,342
Closed -$3.03K – 899
2021
Q4 		$3.03K Buy
1,342
+1,294
+2,696% +$77.2K 0.07% 281
2021
Q3 		$64K Buy
+48
New +$3.03K 0.03% 475
2021
Q2 		– Sell
-56
Closed -$3.18K – 968
2021
Q1 		$3.18K Buy
56
+8
+17% +$433 0.07% 190
2020
Q4 		$2K Buy
+48
New +$1.91K ﹤0.01% 295
2019
Q2 		– Sell
-7
Closed – – 1205
2019
Q1 		$0 Buy
+7
New +$198 ﹤0.01% 1306
2018
Q3 		$0 Sell
7
-1,188
-99% -$47.3K ﹤0.01% 1363
2018
Q2 		$46K Buy
1,195
+374
+46% +$15.1K 0.04% 351
2018
Q1 		$32K Buy
+821
New +$30.1K 0.03% 447

Other funds holding ACHC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Gravity Asset Management's ACHC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 1 share — an estimated $41 sold.

Financial Gravity Asset Management first reported a position in ACHC in Q1 2018 and held it in 13 quarters. The position peaked at $64K in Q3 2021. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Acadia Healthcare share in Q2 2024, an estimated $41.
  • Financial Gravity Asset Management first reported a position in Acadia Healthcare in Q1 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's Acadia Healthcare position peaked at $64K in Q3 2021.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.