Mark Sheptoff Financial Planning’s Acadia Pharmaceuticals ACAD Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ACAD Stock Details ACAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$13K	–	411
2021 Q1	$13K	Hold	500	–	–	0.01%	268
2020 Q4	$27K	Hold	500	–	–	0.02%	196
2020 Q3	$21K	Hold	500	–	–	0.01%	187
2020 Q2	$24K	Hold	500	–	–	0.02%	184
2020 Q1	$21K	Hold	500	–	–	0.02%	179
2019 Q4	$21K	Hold	500	–	–	0.01%	210
2019 Q3	$18K	Hold	500	–	–	0.01%	219
2019 Q2	$13K	Hold	500	–	–	0.01%	247
2019 Q1	$13K	Hold	500	–	–	0.01%	245
2018 Q4	$8K	Hold	500	–	–	0.01%	253
2018 Q3	$10K	Hold	500	–	–	0.01%	287
2018 Q2	$8K	Hold	500	–	–	0.01%	295
2018 Q1	$11K	Hold	500	–	–	0.01%	273
2017 Q4	$15K	Hold	500	–	–	0.01%	255
2017 Q3	$19K	Hold	500	–	–	0.01%	239
2017 Q2	$14K	Sell	500 -1	-0.2%	-$30	0.01%	253
2017 Q1	$17K	Buy	501 +1	+0.2%	+$35	0.01%	243
2016 Q4	$14K	Hold	500	–	–	0.01%	245
2016 Q3	$16K	Hold	500	–	–	0.01%	235
2016 Q2	$16K	Hold	500	–	–	0.01%	222
2016 Q1	$14K	Hold	500	–	–	0.01%	230
2015 Q4	$18K	Hold	500	–	–	0.01%	225
2015 Q3	$17K	Hold	500	–	–	0.01%	217
2015 Q2	$21K	Hold	500	–	–	0.02%	217
2015 Q1	$16K	Hold	500	–	–	0.01%	235
2014 Q4	$16K	Hold	500	–	–	0.01%	233
2014 Q3	$12K	Hold	500	–	–	0.01%	260
2014 Q2	$11K	Hold	500	–	–	0.01%	268
2014 Q1	$12K	Buy	+500	New	+$12.6K	0.01%	266

Other funds holding ACAD

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACAD Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Acadia Pharmaceuticals (ACAD) in Q2 2021, closing a stake of 500 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in ACAD in Q1 2014 and held it in 29 quarters. The position peaked at $27K in Q4 2020. 245 funds tracked by Wall St. Rank hold ACAD as of Q2 2021.

Mark Sheptoff Financial Planning reported no remaining Acadia Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Acadia Pharmaceuticals shares in Q2 2021, an estimated $13K.
Mark Sheptoff Financial Planning first reported a position in Acadia Pharmaceuticals in Q1 2014 and held it in 29 quarters.
Mark Sheptoff Financial Planning's Acadia Pharmaceuticals position peaked at $27K in Q4 2020.
245 funds tracked by Wall St. Rank held Acadia Pharmaceuticals as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.