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Laurel Wealth Advisors (California)’s Addus HomeCare ADUS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$680K Buy
6,838
+334
+5% +$34.9K 0.07% 294
2022
Q3 		$619K Buy
6,504
+133
+2% +$12.2K 0.07% 303
2022
Q2 		$531K Sell
6,371
-2,890
-31% -$242K 0.05% 340
2022
Q1 		$864K Buy
9,261
+297
+3% +$23.9K 0.07% 270
2021
Q4 		$838K Buy
+8,964
New +$806K 0.06% 310

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ADUS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Addus HomeCare (ADUS) stake by 5.1% in Q4 2022, buying an estimated $34.9K and bringing the position to 6,838 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #294.

Laurel Wealth Advisors (California) first reported a position in ADUS in Q4 2021 and has held it in 5 quarters since. The position peaked at $864K in Q1 2022. 232 funds tracked by Wall St. Rank hold ADUS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,838 shares of Addus HomeCare worth $680K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 334 Addus HomeCare shares in Q4 2022, an estimated $34.9K.
  • Addus HomeCare made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #294 holding.
  • Laurel Wealth Advisors (California) first reported a position in Addus HomeCare in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Addus HomeCare position peaked at $864K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.