AE Wealth Management’s Addus HomeCare ADUS Stock Holding History

AE Wealth Management’s Portfolio ADUS Stock Details ADUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,510	Closed	-$469K	–	2044
2023 Q3	$469K	Buy	+5,510	New	+$491K	﹤0.01%	1416

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's ADUS Position: Q4 2023 in Review

AE Wealth Management sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 5,510 shares — an estimated $469K sold.

AE Wealth Management first reported a position in ADUS in Q3 2023 and held it in 1 quarter. The position peaked at $469K in Q3 2023. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

AE Wealth Management reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 5,510 Addus HomeCare shares in Q4 2023, an estimated $469K.
AE Wealth Management first reported a position in Addus HomeCare in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Addus HomeCare position peaked at $469K in Q3 2023.
261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.