Level Four Advisory Services’s Acadia Healthcare ACHC Stock Holding History

Level Four 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	-14,242	Closed	-$1.17M	–	759
2022 Q4	$1.17M	Sell	14,242 -1,091	-7%	-$89.9K	0.09%	222
2022 Q3	$1.2M	Sell	15,333 -1,427	-9%	-$114K	0.12%	186
2022 Q2	$1.13M	Buy	+16,760	New	+$1.17M	0.11%	196
2021 Q4	–	Sell	-6,707	Closed	-$428K	–	647
2021 Q3	$428K	Buy	6,707 +719	+12%	+$45.4K	0.04%	320
2021 Q2	$376K	Buy	+5,988	New	+$376K	0.03%	476

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Level Four Advisory Services's ACHC Position: Q1 2023 in Review

Level Four Advisory Services sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 14,242 shares — an estimated $1.17M sold.

Level Four Advisory Services first reported a position in ACHC in Q2 2021 and held it in 5 quarters. The position peaked at $1.2M in Q3 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

Level Four Advisory Services reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 14,242 Acadia Healthcare shares in Q1 2023, an estimated $1.17M.
Level Four Advisory Services first reported a position in Acadia Healthcare in Q2 2021 and held it in 5 quarters.
Level Four Advisory Services's Acadia Healthcare position peaked at $1.2M in Q3 2022.
310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.