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TFO Wealth Partners’s Acadia Healthcare ACHC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$317 – 61
2024
Q1 		$317 Hold
4
– – ﹤0.01% 381
2023
Q4 		$311 Sell
4
-3
-43% -$222 ﹤0.01% 507
2023
Q3 		$557 Buy
7
+3
+75% +$224 ﹤0.01% 431
2023
Q2 		$319 Hold
4
– – ﹤0.01% 390
2023
Q1 		$289 Buy
4
+3
+300% +$234 ﹤0.01% 383
2022
Q4 		$53 Buy
+1
New +$82 ﹤0.01% 848

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TFO Wealth Partners's ACHC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 4 shares — an estimated $317 sold.

TFO Wealth Partners first reported a position in ACHC in Q4 2022 and held it in 6 quarters. The position peaked at $557 in Q3 2023. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Acadia Healthcare shares in Q2 2024, an estimated $317.
  • TFO Wealth Partners first reported a position in Acadia Healthcare in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Acadia Healthcare position peaked at $557 in Q3 2023.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.