Heritage Wealth Management (Arizona)’s Addus HomeCare ADUS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$243K	Sell	2,091 -238	-10%	-$25.5K	0.13%	145
2024 Q1	$241K	Sell	2,329 -66	-3%	-$6.17K	0.12%	149
2023 Q4	$222K	Buy	+2,395	New	+$208K	0.12%	151
2022 Q4	$408K	Buy	4,102 +2,182	+114%	+$228K	0.06%	250
2022 Q3	$183K	Buy	1,920 +1,004	+110%	+$92.3K	0.06%	242
2022 Q2	$76.3K	Buy	+916	New	+$76.8K	0.03%	364

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ADUS Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Addus HomeCare (ADUS) stake by 10% in Q2 2024, selling an estimated $25.5K and leaving 2,091 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #145.

Heritage Wealth Management (Arizona) first reported a position in ADUS in Q2 2022 and has held it in 6 quarters since. The position peaked at $408K in Q4 2022. 285 funds tracked by Wall St. Rank hold ADUS as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,091 shares of Addus HomeCare worth $243K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 238 Addus HomeCare shares in Q2 2024, an estimated $25.5K.
Addus HomeCare made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #145 holding.
Heritage Wealth Management (Arizona) first reported a position in Addus HomeCare in Q2 2022 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Addus HomeCare position peaked at $408K in Q4 2022.
285 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.