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Valley National Advisers’s Acadia Healthcare ACHC Stock Holding History

Valley National Advisers’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
-50
Closed -$3K – 1170
2024
Q1 		$3K Buy
50
+5
+11% +$409 ﹤0.01% 849
2023
Q4 		$3K Buy
45
+35
+350% +$2.59K ﹤0.01% 849
2023
Q3 		$1K Buy
+10
New +$747 ﹤0.01% 873

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

Valley National Advisers's ACHC Position: Q2 2024 in Review

Valley National Advisers sold out of Acadia Healthcare (ACHC) in Q2 2024, closing a stake of 50 shares — an estimated $3K sold.

Valley National Advisers first reported a position in ACHC in Q3 2023 and held it in 3 quarters. The position peaked at $3K in Q1 2024. 305 funds tracked by Wall St. Rank hold ACHC as of Q2 2024.

  • Valley National Advisers reported no remaining Acadia Healthcare position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 50 Acadia Healthcare shares in Q2 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Acadia Healthcare in Q3 2023 and held it in 3 quarters.
  • Valley National Advisers's Acadia Healthcare position peaked at $3K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.