Glassman Wealth Services’s Acadia Healthcare ACHC Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-3	Closed	-$233	–	222
2023 Q4	$233	Hold	3	–	–	﹤0.01%	1864
2023 Q3	$211	Hold	3	–	–	﹤0.01%	1877
2023 Q2	$239	Hold	3	–	–	﹤0.01%	1775
2023 Q1	$217	Buy	+3	New	+$234	﹤0.01%	1783
2020 Q1	–	Sell	-2	Closed	–	–	1086
2019 Q4	$0	Hold	2	–	–	﹤0.01%	1141
2019 Q3	$0	Sell	2 -26	-93%	-$792	﹤0.01%	1015
2019 Q2	$1K	Buy	28 +2	+8%	+$65	﹤0.01%	784
2019 Q1	$1K	Buy	26 +16	+160%	+$453	﹤0.01%	748
2018 Q4	$0	Hold	10	–	–	﹤0.01%	752
2018 Q3	$0	Hold	10	–	–	﹤0.01%	794
2018 Q2	$0	Hold	10	–	–	﹤0.01%	781
2018 Q1	$0	Hold	10	–	–	﹤0.01%	718
2017 Q4	$0	Buy	+10	New	+$347	﹤0.01%	651

Other funds holding ACHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Glassman Wealth Services's ACHC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Acadia Healthcare (ACHC) in Q1 2024, closing a stake of 3 shares — an estimated $233 sold.

Glassman Wealth Services first reported a position in ACHC in Q4 2017 and held it in 13 quarters. The position peaked at $1K in Q2 2019. 322 funds tracked by Wall St. Rank hold ACHC as of Q1 2024.

Glassman Wealth Services reported no remaining Acadia Healthcare position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 3 Acadia Healthcare shares in Q1 2024, an estimated $233.
Glassman Wealth Services first reported a position in Acadia Healthcare in Q4 2017 and held it in 13 quarters.
Glassman Wealth Services's Acadia Healthcare position peaked at $1K in Q2 2019.
322 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.