Opal Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

Opal Wealth 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 Q3	–	Sell	-37	Closed	-$4.3K	–	204
2024 Q2	$4.3K	Buy	+37	New	+$3.96K	﹤0.01%	834

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Opal Wealth Advisors's ADUS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 37 shares — an estimated $4.3K sold.

Opal Wealth Advisors first reported a position in ADUS in Q2 2024 and held it in 1 quarter. The position peaked at $4.3K in Q2 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

Opal Wealth Advisors reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 37 Addus HomeCare shares in Q3 2024, an estimated $4.3K.
Opal Wealth Advisors first reported a position in Addus HomeCare in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Addus HomeCare position peaked at $4.3K in Q2 2024.
308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.