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Richardson Financial Services’s Addus HomeCare ADUS Stock Holding History

Richardson Financial Services’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
Q2 		– Sell
-107
Closed -$11.1K – 588
2024
Q1 		$11.1K Buy
107
+32
+43% +$2.99K 0.01% 399
2023
Q4 		$6.96K Buy
+75
New +$6.52K 0.01% 345

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Richardson Financial Services's ADUS Position: Q2 2024 in Review

Richardson Financial Services sold out of Addus HomeCare (ADUS) in Q2 2024, closing a stake of 107 shares — an estimated $11.1K sold.

Richardson Financial Services first reported a position in ADUS in Q4 2023 and held it in 2 quarters. The position peaked at $11.1K in Q1 2024. 284 funds tracked by Wall St. Rank hold ADUS as of Q2 2024.

  • Richardson Financial Services reported no remaining Addus HomeCare position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 107 Addus HomeCare shares in Q2 2024, an estimated $11.1K.
  • Richardson Financial Services first reported a position in Addus HomeCare in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Addus HomeCare position peaked at $11.1K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.