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Kestra Advisory Services’s Acadia Healthcare ACHC Stock Holding History

Kestra Advisory 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
2023
Q1 		– Sell
-2,766
Closed -$228K – 2048
2022
Q4 		$228K Buy
+2,766
New +$228K ﹤0.01% 1941

Other funds holding ACHC

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Kestra Advisory Services's ACHC Position: Q1 2023 in Review

Kestra Advisory Services sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 2,766 shares — an estimated $228K sold.

Kestra Advisory Services first reported a position in ACHC in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Kestra Advisory Services reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 2,766 Acadia Healthcare shares in Q1 2023, an estimated $228K.
  • Kestra Advisory Services first reported a position in Acadia Healthcare in Q4 2022 and held it in 1 quarter.
  • Kestra Advisory Services's Acadia Healthcare position peaked at $228K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.