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Legacy Financial Advisors’s Acadia Healthcare ACHC Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-96
Closed -$3K – 122
2019
Q1 		$3K Buy
96
+27
+39% +$765 ﹤0.01% 839
2018
Q4 		$2K Hold
69
– – ﹤0.01% 827
2018
Q3 		$2K Hold
69
– – ﹤0.01% 789
2018
Q2 		$3K Hold
69
– – ﹤0.01% 762
2018
Q1 		$2K Sell
69
-197
-74% -$7.22K ﹤0.01% 740
2017
Q4 		$8K Buy
+266
New +$9.22K ﹤0.01% 519

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Legacy Financial Advisors's ACHC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Acadia Healthcare (ACHC) in Q2 2019, closing a stake of 96 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in ACHC in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q4 2017. 234 funds tracked by Wall St. Rank hold ACHC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Acadia Healthcare position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 96 Acadia Healthcare shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Acadia Healthcare in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Acadia Healthcare position peaked at $8K in Q4 2017.
  • 234 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.