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BerganKDV Wealth Management’s Addus HomeCare ADUS Stock Holding History

BerganKDV 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
Q2 		– Sell
-29
Closed -$3.1K – 863
2023
Q1 		$3.1K Buy
+29
New +$3.03K ﹤0.01% 766

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

BerganKDV Wealth Management's ADUS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 29 shares — an estimated $3.1K sold.

BerganKDV Wealth Management first reported a position in ADUS in Q1 2023 and held it in 1 quarter. The position peaked at $3.1K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29 Addus HomeCare shares in Q2 2023, an estimated $3.1K.
  • BerganKDV Wealth Management first reported a position in Addus HomeCare in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's Addus HomeCare position peaked at $3.1K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.