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Sowell Financial Services’s Acadia Healthcare ACHC Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-22
Closed -$1K – 537
2021
Q1 		$1K Sell
22
-136
-86% -$7.36K ﹤0.01% 2888
2020
Q4 		$8K Buy
158
+136
+618% +$5.42K ﹤0.01% 2096
2020
Q3 		$1K Hold
22
– – ﹤0.01% 2310
2020
Q2 		$1K Hold
22
– – ﹤0.01% 2236
2020
Q1 		$0 Hold
22
– – ﹤0.01% 2394
2019
Q4 		$1K Hold
22
– – ﹤0.01% 2277
2019
Q3 		$1K Buy
+22
New +$670 ﹤0.01% 2178

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Sowell Financial Services's ACHC Position: Q2 2021 in Review

Sowell Financial Services sold out of Acadia Healthcare (ACHC) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in ACHC in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 285 funds tracked by Wall St. Rank hold ACHC as of Q2 2021.

  • Sowell Financial Services reported no remaining Acadia Healthcare position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 22 Acadia Healthcare shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Acadia Healthcare in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Acadia Healthcare position peaked at $8K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.