Lenox Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-77	Closed	-$1K	–	581
2020 Q1	$1K	Buy	+77	New	+$2.2K	﹤0.01%	646
2019 Q2	–	Sell	-61	Closed	-$2K	–	403
2019 Q1	$2K	Buy	+61	New	+$1.73K	﹤0.01%	519
2018 Q2	–	Sell	-25	Closed	-$1K	–	538
2018 Q1	$1K	Buy	+25	New	+$917	﹤0.01%	492
2017 Q4	–	Sell	-65	Closed	-$3K	–	380
2017 Q3	$3K	Buy	+65	New	+$3.17K	﹤0.01%	103

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's ACHC Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q2 2020, closing a stake of 77 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ACHC in Q3 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 218 funds tracked by Wall St. Rank hold ACHC as of Q2 2020.

Lenox Wealth Advisors reported no remaining Acadia Healthcare position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 77 Acadia Healthcare shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Acadia Healthcare in Q3 2017 and held it in 4 quarters.
Lenox Wealth Advisors's Acadia Healthcare position peaked at $3K in Q3 2017.
218 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.