Surevest’s Acadia Healthcare ACHC Stock Holding History

Surevest’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	$6K	Hold	80	–	–	﹤0.01%	304
2022 Q2	$5K	Hold	80	–	–	﹤0.01%	330
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	306
2021 Q4	$5K	Buy	+80	New	+$4.77K	﹤0.01%	316

Other funds holding ACHC

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Surevest's ACHC Position: Q3 2022 in Review

Surevest held its Acadia Healthcare (ACHC) position steady in Q3 2022 at 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Surevest first reported a position in ACHC in Q4 2021 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold ACHC as of Q3 2022.

Surevest held 80 shares of Acadia Healthcare worth $6K as of Q3 2022.
Surevest left its Acadia Healthcare share count unchanged in Q3 2022.
Acadia Healthcare made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #304 holding.
Surevest first reported a position in Acadia Healthcare in Q4 2021 and has held it in 4 quarters since.
317 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.