OC
ACHC icon

Oppenheimer & Co’s Acadia Healthcare ACHC Stock Holding History

Oppenheimer & Co’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
Q1 		– Sell
-5,549
Closed -$431K – 1439
2023
Q4 		$431K Sell
5,549
-3
-0.1% -$222 0.01% 1015
2023
Q3 		$390K Buy
+5,552
New +$415K 0.01% 1034
2023
Q2 		– Sell
-3,308
Closed -$239K – 1413
2023
Q1 		$239K Buy
+3,308
New +$258K 0.01% 1196
2014
Q3 		– Sell
-10,001
Closed -$455K – 1416
2014
Q2 		$455K Buy
+10,001
New +$440K 0.01% 886

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oppenheimer & Co's ACHC Position: Q1 2024 in Review

Oppenheimer & Co sold out of Acadia Healthcare (ACHC) in Q1 2024, closing a stake of 5,549 shares — an estimated $431K sold.

Oppenheimer & Co first reported a position in ACHC in Q2 2014 and held it in 4 quarters. The position peaked at $455K in Q2 2014. 322 funds tracked by Wall St. Rank hold ACHC as of Q1 2024.

  • Oppenheimer & Co reported no remaining Acadia Healthcare position as of Q1 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 5,549 Acadia Healthcare shares in Q1 2024, an estimated $431K.
  • Oppenheimer & Co first reported a position in Acadia Healthcare in Q2 2014 and held it in 4 quarters.
  • Oppenheimer & Co's Acadia Healthcare position peaked at $455K in Q2 2014.
  • 322 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2024.

Based on Oppenheimer & Co's 13F filing for Q1 2024, filed 7 May 2024.