OWA
ACHC icon

One Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

One Wealth 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
2018
Q4 		– Sell
-98
Closed -$3K – 111
2018
Q3 		$3K Hold
98
– – ﹤0.01% 461
2018
Q2 		$4K Hold
98
– – ﹤0.01% 414
2018
Q1 		$4K Buy
98
+68
+227% +$2.49K ﹤0.01% 383
2017
Q4 		$1K Buy
+30
New +$1.04K ﹤0.01% 531

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

One Wealth Advisors's ACHC Position: Q4 2018 in Review

One Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q4 2018, closing a stake of 98 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in ACHC in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 254 funds tracked by Wall St. Rank hold ACHC as of Q4 2018.

  • One Wealth Advisors reported no remaining Acadia Healthcare position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 98 Acadia Healthcare shares in Q4 2018, an estimated $3K.
  • One Wealth Advisors first reported a position in Acadia Healthcare in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Acadia Healthcare position peaked at $4K in Q2 2018.
  • 254 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.