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Pathstone Family Office’s Addus HomeCare ADUS Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-7
Closed -$1K – 666
2020
Q4 		$1K Hold
7
– – ﹤0.01% 1067
2020
Q3 		$1K Sell
7
-7
-50% -$656 ﹤0.01% 718
2020
Q2 		$2K Buy
+14
New +$1.21K ﹤0.01% 615

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pathstone Family Office's ADUS Position: Q1 2021 in Review

Pathstone Family Office sold out of Addus HomeCare (ADUS) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in ADUS in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 192 funds tracked by Wall St. Rank hold ADUS as of Q1 2021.

  • Pathstone Family Office reported no remaining Addus HomeCare position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 7 Addus HomeCare shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in Addus HomeCare in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Addus HomeCare position peaked at $2K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.