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Raffa Wealth Management’s Addus HomeCare ADUS Stock Holding History

Raffa 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
Q3 		– Sell
-225
Closed -$26.1K – 1085
2024
Q2 		$26.1K Hold
225
– – 0.01% 273
2024
Q1 		$23.3K Buy
+225
New +$21K 0.01% 282

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Raffa Wealth Management's ADUS Position: Q3 2024 in Review

Raffa Wealth Management sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 225 shares — an estimated $26.1K sold.

Raffa Wealth Management first reported a position in ADUS in Q1 2024 and held it in 2 quarters. The position peaked at $26.1K in Q2 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

  • Raffa Wealth Management reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 225 Addus HomeCare shares in Q3 2024, an estimated $26.1K.
  • Raffa Wealth Management first reported a position in Addus HomeCare in Q1 2024 and held it in 2 quarters.
  • Raffa Wealth Management's Addus HomeCare position peaked at $26.1K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.