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Belpointe Asset Management’s Addus HomeCare ADUS Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-522
Closed -$55.7K – 654
2023
Q1 		$55.7K Buy
522
+505
+2,971% +$52.7K ﹤0.01% 1636
2022
Q4 		$1.69K Buy
+17
New +$1.78K ﹤0.01% 3313

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belpointe Asset Management's ADUS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 522 shares — an estimated $55.7K sold.

Belpointe Asset Management first reported a position in ADUS in Q4 2022 and held it in 2 quarters. The position peaked at $55.7K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 522 Addus HomeCare shares in Q2 2023, an estimated $55.7K.
  • Belpointe Asset Management first reported a position in Addus HomeCare in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Addus HomeCare position peaked at $55.7K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.