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Milestone Investment Advisors’s Acadia Healthcare ACHC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-26
Closed -$1.83K – 131
2023
Q3 		$1.83K Buy
+26
New +$1.94K ﹤0.01% 387
2023
Q2 		– Sell
-26
Closed -$1.88K – 127
2023
Q1 		$1.88K Buy
+26
New +$2.03K ﹤0.01% 395

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Milestone Investment Advisors's ACHC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 26 shares — an estimated $1.83K sold.

Milestone Investment Advisors first reported a position in ACHC in Q1 2023 and held it in 2 quarters. The position peaked at $1.88K in Q1 2023. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 26 Acadia Healthcare shares in Q4 2023, an estimated $1.83K.
  • Milestone Investment Advisors first reported a position in Acadia Healthcare in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Acadia Healthcare position peaked at $1.88K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.