Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Acadia Healthcare ACHC Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-300
Closed -$21.1K – 33
2023
Q3 		$21.1K Buy
+300
New +$22.4K 0.01% 264

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Fidelity Investments
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Dimensional Fund Advisors
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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ACHC Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 300 shares — an estimated $21.1K sold.

Legacy Financial Group (Iowa) first reported a position in ACHC in Q3 2023 and held it in 1 quarter. The position peaked at $21.1K in Q3 2023. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 300 Acadia Healthcare shares in Q4 2023, an estimated $21.1K.
  • Legacy Financial Group (Iowa) first reported a position in Acadia Healthcare in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Acadia Healthcare position peaked at $21.1K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.