FCA
ADUS icon

Fortis Capital Advisors’s Addus HomeCare ADUS Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-505
Closed -$53.9K – 119
2023
Q1 		$53.9K Buy
+505
New +$52.7K 0.03% 274

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

Fortis Capital Advisors's ADUS Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 505 shares — an estimated $53.9K sold.

Fortis Capital Advisors first reported a position in ADUS in Q1 2023 and held it in 1 quarter. The position peaked at $53.9K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 505 Addus HomeCare shares in Q2 2023, an estimated $53.9K.
  • Fortis Capital Advisors first reported a position in Addus HomeCare in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Addus HomeCare position peaked at $53.9K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.