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Legacy Wealth Management (Mississippi)’s Addus HomeCare ADUS Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-14,000
Closed -$1.31M – 95
2021
Q4 		$1.31M Buy
14,000
+1,340
+11% +$121K 0.67% 45
2021
Q3 		$1.01M Buy
+12,660
New +$1.1M 0.54% 54

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
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EVM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ADUS Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Addus HomeCare (ADUS) in Q1 2022, closing a stake of 14,000 shares — an estimated $1.31M sold.

Legacy Wealth Management (Mississippi) first reported a position in ADUS in Q3 2021 and held it in 2 quarters. The position peaked at $1.31M in Q4 2021. 181 funds tracked by Wall St. Rank hold ADUS as of Q1 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Addus HomeCare position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 14,000 Addus HomeCare shares in Q1 2022, an estimated $1.31M.
  • Legacy Wealth Management (Mississippi) first reported a position in Addus HomeCare in Q3 2021 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s Addus HomeCare position peaked at $1.31M in Q4 2021.
  • 181 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.