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Kowal Investment Group’s Acadia Healthcare ACHC Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-61
Closed -$4K – 118
2021
Q3 		$4K Buy
+61
New +$3.85K ﹤0.01% 675

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kowal Investment Group's ACHC Position: Q4 2021 in Review

Kowal Investment Group sold out of Acadia Healthcare (ACHC) in Q4 2021, closing a stake of 61 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in ACHC in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 275 funds tracked by Wall St. Rank hold ACHC as of Q4 2021.

  • Kowal Investment Group reported no remaining Acadia Healthcare position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 61 Acadia Healthcare shares in Q4 2021, an estimated $4K.
  • Kowal Investment Group first reported a position in Acadia Healthcare in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Acadia Healthcare position peaked at $4K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.