KI
ACHC icon

Kapitalo Investimentos’s Acadia Healthcare ACHC Stock Holding History

Kapitalo Investimentos’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
-1,083
Closed -$84.2K – 264
2023
Q4 		$84.2K Sell
1,083
-3,757
-78% -$278K 0.02% 409
2023
Q3 		$340K Buy
+4,840
New +$362K 0.05% 176

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

Kapitalo Investimentos's ACHC Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Acadia Healthcare (ACHC) in Q1 2024, closing a stake of 1,083 shares — an estimated $84.2K sold.

Kapitalo Investimentos first reported a position in ACHC in Q3 2023 and held it in 2 quarters. The position peaked at $340K in Q3 2023. 322 funds tracked by Wall St. Rank hold ACHC as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Acadia Healthcare position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,083 Acadia Healthcare shares in Q1 2024, an estimated $84.2K.
  • Kapitalo Investimentos first reported a position in Acadia Healthcare in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Acadia Healthcare position peaked at $340K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.