WR Wealth Planners’s Acadia Healthcare ACHC Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-23	Closed	-$1.46K	–	1106
2024 Q3	$1.46K	Hold	23	–	–	﹤0.01%	943
2024 Q2	$1.55K	Hold	23	–	–	﹤0.01%	922
2024 Q1	$1.82K	Buy	+23	New	+$1.88K	﹤0.01%	889
2023 Q4	–	Sell	-23	Closed	-$1.62K	–	192
2023 Q3	$1.62K	Hold	23	–	–	﹤0.01%	797
2023 Q2	$1.83K	Hold	23	–	–	﹤0.01%	782
2023 Q1	$1.66K	Buy	+23	New	+$1.79K	﹤0.01%	794

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCP

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

WR Wealth Planners's ACHC Position: Q4 2024 in Review

WR Wealth Planners sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 23 shares — an estimated $1.46K sold.

WR Wealth Planners first reported a position in ACHC in Q1 2023 and held it in 6 quarters. The position peaked at $1.83K in Q2 2023. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

WR Wealth Planners reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 23 Acadia Healthcare shares in Q4 2024, an estimated $1.46K.
WR Wealth Planners first reported a position in Acadia Healthcare in Q1 2023 and held it in 6 quarters.
WR Wealth Planners's Acadia Healthcare position peaked at $1.83K in Q2 2023.
306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.