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Kingsview Wealth Management’s Addus HomeCare ADUS Stock Holding History

Kingsview 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
2024
Q4 		– Sell
-1,716
Closed -$228K – 1101
2024
Q3 		$228K Buy
+1,716
New +$217K ﹤0.01% 980

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

Kingsview Wealth Management's ADUS Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 1,716 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in ADUS in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,716 Addus HomeCare shares in Q4 2024, an estimated $228K.
  • Kingsview Wealth Management first reported a position in Addus HomeCare in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Addus HomeCare position peaked at $228K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.