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MGB Wealth Management’s Acadia Healthcare ACHC Stock Holding History

MGB Wealth Management’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
-7,199
Closed -$569K – 278
2024
Q1 		$569K Buy
7,199
+125
+2% +$10.2K 0.23% 102
2023
Q4 		$551K Buy
+7,074
New +$524K 0.28% 100

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

MGB Wealth Management's ACHC Position: Q2 2024 in Review

MGB Wealth Management sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 7,199 shares — an estimated $569K sold.

MGB Wealth Management first reported a position in ACHC in Q4 2023 and held it in 2 quarters. The position peaked at $569K in Q1 2024. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • MGB Wealth Management reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • MGB Wealth Management sold 7,199 Acadia Healthcare shares in Q2 2024, an estimated $569K.
  • MGB Wealth Management first reported a position in Acadia Healthcare in Q4 2023 and held it in 2 quarters.
  • MGB Wealth Management's Acadia Healthcare position peaked at $569K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on MGB Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.