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Peterson Wealth Services’s Acadia Healthcare ACHC Stock Holding History

Peterson Wealth Services’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
Q3 		– Sell
-34,962
Closed -$2.36M – 219
2024
Q2 		$2.36M Buy
34,962
+392
+1% +$27.4K 0.83% 39
2024
Q1 		$2.74M Buy
+34,570
New +$2.83M 1% 33

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Peterson Wealth Services's ACHC Position: Q3 2024 in Review

Peterson Wealth Services sold out of Acadia Healthcare (ACHC) in Q3 2024, closing a stake of 34,962 shares — an estimated $2.36M sold.

Peterson Wealth Services first reported a position in ACHC in Q1 2024 and held it in 2 quarters. The position peaked at $2.74M in Q1 2024. 312 funds tracked by Wall St. Rank hold ACHC as of Q3 2024.

  • Peterson Wealth Services reported no remaining Acadia Healthcare position as of Q3 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 34,962 Acadia Healthcare shares in Q3 2024, an estimated $2.36M.
  • Peterson Wealth Services first reported a position in Acadia Healthcare in Q1 2024 and held it in 2 quarters.
  • Peterson Wealth Services's Acadia Healthcare position peaked at $2.74M in Q1 2024.
  • 312 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2024.

Based on Peterson Wealth Services's 13F filing for Q3 2024, filed 7 Nov 2024.