J.W. Cole Advisors’s Addus HomeCare ADUS Stock Holding History

J.W. Cole 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	-1,885	Closed	-$251K	–	957
2024 Q3	$251K	Buy	+1,885	New	+$238K	0.01%	829

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

J.W. Cole Advisors's ADUS Position: Q4 2024 in Review

J.W. Cole Advisors sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 1,885 shares — an estimated $251K sold.

J.W. Cole Advisors first reported a position in ADUS in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

J.W. Cole Advisors reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
J.W. Cole Advisors sold 1,885 Addus HomeCare shares in Q4 2024, an estimated $251K.
J.W. Cole Advisors first reported a position in Addus HomeCare in Q3 2024 and held it in 1 quarter.
J.W. Cole Advisors's Addus HomeCare position peaked at $251K in Q3 2024.
308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.