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McClarren Financial Advisors’s Acadia Healthcare ACHC Stock Holding History

McClarren 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
2024
Q2 		– Sell
-5
Closed -$1K – 304
2024
Q1 		$1K Hold
5
– – ﹤0.01% 287
2023
Q4 		$0 Hold
5
– – ﹤0.01% 371
2023
Q3 		$0 Hold
5
– – ﹤0.01% 318
2023
Q2 		$0 Hold
5
– – ﹤0.01% 325
2023
Q1 		$0 Hold
5
– – ﹤0.01% 319
2022
Q4 		$0 Buy
+5
New +$412 ﹤0.01% 325

Other funds holding ACHC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McClarren Financial Advisors's ACHC Position: Q2 2024 in Review

McClarren Financial Advisors sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 5 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in ACHC in Q4 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2024. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • McClarren Financial Advisors reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 5 Acadia Healthcare shares in Q2 2024, an estimated $1K.
  • McClarren Financial Advisors first reported a position in Acadia Healthcare in Q4 2022 and held it in 6 quarters.
  • McClarren Financial Advisors's Acadia Healthcare position peaked at $1K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.