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UCFA
United Capital Financial Advisors’s
Acadia Pharmaceuticals
ACAD
Stock Holding History
United Capital Financial Advisors’s Portfolio
ACAD Stock Details
ACAD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-11,262
Closed
-$275K
–
1197
2021
Q2
$275K
Sell
11,262
-4,350
-28%
-$98.2K
﹤0.01%
1049
2021
Q1
$403K
Sell
15,612
-626
-4%
-$27.6K
﹤0.01%
911
2020
Q4
$868K
Sell
16,238
-3,661
-18%
-$182K
0.01%
712
2020
Q3
$821K
Buy
19,899
+1,051
+6%
+$45.4K
0.01%
708
2020
Q2
$914K
Buy
18,848
+403
+2%
+$19.3K
0.01%
688
2020
Q1
$779K
Sell
18,445
-317
-2%
-$13.1K
0.01%
692
2019
Q4
$803K
Hold
18,762
–
–
0.01%
849
2019
Q3
$675K
Buy
+18,762
New
+$569K
﹤0.01%
859
2017
Q1
–
Sell
-6,989
Closed
-$202K
–
1238
2016
Q4
$202K
Sell
6,989
-5,158
-42%
-$136K
﹤0.01%
1184
2016
Q3
$386K
Sell
12,147
-620
-5%
-$21K
﹤0.01%
1018
2016
Q2
$409K
Buy
+12,767
New
+$427K
﹤0.01%
963
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
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$127B AUM
43.98%
1-Year Est. Return
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$140B AUM
27.84%
1-Year Est. Return
PAI
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$654M AUM
77.8%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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