NBC Securities’s Acadia Healthcare ACHC Stock Holding History

NBC Securities’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	-50	Closed	-$3K	–	2106
2023 Q3	$3K	Buy	+50	New	+$3.74K	﹤0.01%	1931

Other funds holding ACHC

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

NBC Securities's ACHC Position: Q4 2023 in Review

NBC Securities sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 50 shares — an estimated $3K sold.

NBC Securities first reported a position in ACHC in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

NBC Securities reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
NBC Securities sold 50 Acadia Healthcare shares in Q4 2023, an estimated $3K.
NBC Securities first reported a position in Acadia Healthcare in Q3 2023 and held it in 1 quarter.
NBC Securities's Acadia Healthcare position peaked at $3K in Q3 2023.
313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.