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Sutton Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

Sutton Wealth Advisors’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
-10
Closed -$823 – 811
2022
Q4 		$823 Hold
10
– – ﹤0.01% 1382
2022
Q3 		$782 Hold
10
– – ﹤0.01% 1361
2022
Q2 		$676 Hold
10
– – ﹤0.01% 1389
2022
Q1 		$655 Hold
10
– – ﹤0.01% 1441
2021
Q4 		$607 Buy
+10
New +$596 ﹤0.01% 1465
2019
Q1 		– Sell
-2,855
Closed -$73.4K – 1170
2018
Q4 		$73.4K Buy
+2,855
New +$98.8K 0.05% 228
2016
Q4 		– Sell
-8
Closed -$396 – 1058
2016
Q3 		$396 Buy
+8
New +$417 ﹤0.01% 1023

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

Sutton Wealth Advisors's ACHC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 10 shares — an estimated $823 sold.

Sutton Wealth Advisors first reported a position in ACHC in Q3 2016 and held it in 7 quarters. The position peaked at $73.4K in Q4 2018. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Acadia Healthcare shares in Q1 2023, an estimated $823.
  • Sutton Wealth Advisors first reported a position in Acadia Healthcare in Q3 2016 and held it in 7 quarters.
  • Sutton Wealth Advisors's Acadia Healthcare position peaked at $73.4K in Q4 2018.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.