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Patriot Financial Group Insurance Agency’s Acadia Healthcare ACHC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-775
Closed -$52K – 416
2022
Q2 		$52K Hold
775
– – 0.01% 713
2022
Q1 		$51K Hold
775
– – 0.01% 767
2021
Q4 		$47K Buy
+775
New +$46.2K 0.01% 886

Other funds holding ACHC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACHC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Acadia Healthcare (ACHC) in Q3 2022, closing a stake of 775 shares — an estimated $52K sold.

Patriot Financial Group Insurance Agency first reported a position in ACHC in Q4 2021 and held it in 3 quarters. The position peaked at $52K in Q2 2022. 317 funds tracked by Wall St. Rank hold ACHC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Acadia Healthcare position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 775 Acadia Healthcare shares in Q3 2022, an estimated $52K.
  • Patriot Financial Group Insurance Agency first reported a position in Acadia Healthcare in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Acadia Healthcare position peaked at $52K in Q2 2022.
  • 317 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.