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Wealthspire Advisors (Maryland)’s Acadia Healthcare ACHC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,034
Closed -$30K – 471
2019
Q1 		$30K Buy
1,034
+88
+9% +$2.49K ﹤0.01% 1105
2018
Q4 		$24K Sell
946
-144
-13% -$4.98K ﹤0.01% 1126
2018
Q3 		$38K Buy
1,090
+149
+16% +$5.94K ﹤0.01% 1060
2018
Q2 		$38K Sell
941
-32
-3% -$1.29K ﹤0.01% 1079
2018
Q1 		$38K Buy
973
+60
+7% +$2.2K ﹤0.01% 1086
2017
Q4 		$30K Buy
913
+157
+21% +$5.44K ﹤0.01% 1189
2017
Q3 		$36K Buy
756
+193
+34% +$9.41K ﹤0.01% 1088
2017
Q2 		$28K Buy
563
+261
+86% +$11.6K ﹤0.01% 1137
2017
Q1 		$13K Buy
302
+244
+421% +$9.9K ﹤0.01% 1223
2016
Q4 		$2K Sell
58
-207
-78% -$8.03K ﹤0.01% 1530
2016
Q3 		$13K Hold
265
– – ﹤0.01% 1174
2016
Q2 		$15K Hold
265
– – ﹤0.01% 1090
2016
Q1 		$15K Hold
265
– – ﹤0.01% 1055
2015
Q4 		$17K Buy
+265
New +$17.3K ﹤0.01% 1009

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACHC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Acadia Healthcare (ACHC) in Q2 2019, closing a stake of 1,034 shares — an estimated $30K sold.

Wealthspire Advisors (Maryland) first reported a position in ACHC in Q4 2015 and held it in 14 quarters. The position peaked at $38K in Q3 2018. 234 funds tracked by Wall St. Rank hold ACHC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Acadia Healthcare position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,034 Acadia Healthcare shares in Q2 2019, an estimated $30K.
  • Wealthspire Advisors (Maryland) first reported a position in Acadia Healthcare in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Acadia Healthcare position peaked at $38K in Q3 2018.
  • 234 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.