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Private Advisory Group’s Acadia Healthcare ACHC Stock Holding History

Private Advisory Group’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
Q1 		– Sell
-8,919
Closed -$734K – 199
2022
Q4 		$734K Buy
8,919
+89
+1% +$7.34K 0.16% 108
2022
Q3 		$690K Buy
+8,830
New +$706K 0.16% 108

Other funds holding ACHC

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Private Advisory Group's ACHC Position: Q1 2023 in Review

Private Advisory Group sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 8,919 shares — an estimated $734K sold.

Private Advisory Group first reported a position in ACHC in Q3 2022 and held it in 2 quarters. The position peaked at $734K in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Private Advisory Group reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Private Advisory Group sold 8,919 Acadia Healthcare shares in Q1 2023, an estimated $734K.
  • Private Advisory Group first reported a position in Acadia Healthcare in Q3 2022 and held it in 2 quarters.
  • Private Advisory Group's Acadia Healthcare position peaked at $734K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Private Advisory Group's 13F filing for Q1 2023, filed 12 May 2023.