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TCI Wealth Advisors’s Acadia Healthcare ACHC Stock Holding History

TCI 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
Q2 		– Sell
-255
Closed -$18.4K – 217
2023
Q1 		$18.4K Buy
255
+36
+16% +$2.81K ﹤0.01% 755
2022
Q4 		$18K Hold
219
– – ﹤0.01% 745
2022
Q3 		$17K Buy
219
+7
+3% +$559 ﹤0.01% 720
2022
Q2 		$14K Hold
212
– – ﹤0.01% 791
2022
Q1 		$14K Sell
212
-45
-18% -$2.61K ﹤0.01% 861
2021
Q4 		$16K Buy
257
+62
+32% +$3.7K ﹤0.01% 802
2021
Q3 		$12K Buy
195
+48
+33% +$3.03K ﹤0.01% 953
2021
Q2 		$9K Buy
147
+51
+53% +$3.2K ﹤0.01% 1006
2021
Q1 		$5K Buy
96
+61
+174% +$3.3K ﹤0.01% 1209
2020
Q4 		$2K Hold
35
– – ﹤0.01% 1177
2020
Q3 		$1K Buy
+35
New +$1.02K ﹤0.01% 1241
2020
Q1 		– Sell
-15
Closed – – 1442
2019
Q4 		$0 Hold
15
– – ﹤0.01% 1516
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1482
2019
Q2 		$1K Buy
+15
New +$485 ﹤0.01% 1124
2019
Q1 		– Sell
-15
Closed – – 1399
2018
Q4 		$0 Buy
+15
New +$519 ﹤0.01% 1420
2017
Q1 		– Sell
-34
Closed -$1K – 1276
2016
Q4 		$1K Buy
34
+15
+79% +$582 ﹤0.01% 1108
2016
Q3 		$1K Buy
19
+10
+111% +$521 ﹤0.01% 1061
2016
Q2 		$0 Hold
9
– – ﹤0.01% 1292
2016
Q1 		$0 Buy
+9
New +$514 ﹤0.01% 1315

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

TCI Wealth Advisors's ACHC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Acadia Healthcare (ACHC) in Q2 2023, closing a stake of 255 shares — an estimated $18.4K sold.

TCI Wealth Advisors first reported a position in ACHC in Q1 2016 and held it in 19 quarters. The position peaked at $18.4K in Q1 2023. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Acadia Healthcare position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 255 Acadia Healthcare shares in Q2 2023, an estimated $18.4K.
  • TCI Wealth Advisors first reported a position in Acadia Healthcare in Q1 2016 and held it in 19 quarters.
  • TCI Wealth Advisors's Acadia Healthcare position peaked at $18.4K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.