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Forum Financial Management’s Acadia Healthcare ACHC Stock Holding History

Forum Financial 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
-2,918
Closed -$231K – 717
2024
Q1 		$231K Hold
2,918
– – ﹤0.01% 634
2023
Q4 		$227K Hold
2,918
– – ﹤0.01% 584
2023
Q3 		$205K Hold
2,918
– – ﹤0.01% 586
2023
Q2 		$232K Hold
2,918
– – 0.01% 545
2023
Q1 		$211K Hold
2,918
– – 0.01% 543
2022
Q4 		$240K Hold
2,918
– – 0.01% 475
2022
Q3 		$228K Buy
+2,918
New +$233K 0.01% 448

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

Forum Financial Management's ACHC Position: Q2 2024 in Review

Forum Financial Management sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 2,918 shares — an estimated $231K sold.

Forum Financial Management first reported a position in ACHC in Q3 2022 and held it in 7 quarters. The position peaked at $240K in Q4 2022. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • Forum Financial Management reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 2,918 Acadia Healthcare shares in Q2 2024, an estimated $231K.
  • Forum Financial Management first reported a position in Acadia Healthcare in Q3 2022 and held it in 7 quarters.
  • Forum Financial Management's Acadia Healthcare position peaked at $240K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.