TD Private Client Wealth’s Acadia Healthcare ACHC Stock Holding History

TD Private Client Wealth’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 Q1	–	Sell	-5	Closed	-$251	–	1166
2020 Q4	$251	Hold	5	–	–	﹤0.01%	1131
2020 Q3	$147	Hold	5	–	–	﹤0.01%	1105
2020 Q2	$126	Hold	5	–	–	﹤0.01%	1097
2020 Q1	$92	Hold	5	–	–	﹤0.01%	1065
2019 Q4	$166	Buy	+5	New	+$157	﹤0.01%	1061

Other funds holding ACHC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's ACHC Position: Q1 2021 in Review

TD Private Client Wealth sold out of Acadia Healthcare (ACHC) in Q1 2021, closing a stake of 5 shares — an estimated $251 sold.

TD Private Client Wealth first reported a position in ACHC in Q4 2019 and held it in 5 quarters. The position peaked at $251 in Q4 2020. 271 funds tracked by Wall St. Rank hold ACHC as of Q1 2021.

TD Private Client Wealth reported no remaining Acadia Healthcare position as of Q1 2021 after selling out during the quarter.
TD Private Client Wealth sold 5 Acadia Healthcare shares in Q1 2021, an estimated $251.
TD Private Client Wealth first reported a position in Acadia Healthcare in Q4 2019 and held it in 5 quarters.
TD Private Client Wealth's Acadia Healthcare position peaked at $251 in Q4 2020.
271 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2021.

Based on TD Private Client Wealth's 13F filing for Q1 2021, filed 16 Aug 2024.