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Capital Performance Advisors’s Addus HomeCare ADUS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-25
Closed -$3.33K – 213
2024
Q3 		$3.33K Buy
+25
New +$3.16K ﹤0.01% 1306

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Performance Advisors's ADUS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 25 shares — an estimated $3.33K sold.

Capital Performance Advisors first reported a position in ADUS in Q3 2024 and held it in 1 quarter. The position peaked at $3.33K in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 25 Addus HomeCare shares in Q4 2024, an estimated $3.33K.
  • Capital Performance Advisors first reported a position in Addus HomeCare in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Addus HomeCare position peaked at $3.33K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.