Ropes Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

Ropes 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
2021 Q1	–	Sell	-6	Closed	-$1K	–	255
2020 Q4	$1K	Buy	+6	New	+$619	﹤0.01%	677

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's ADUS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Addus HomeCare (ADUS) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in ADUS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 192 funds tracked by Wall St. Rank hold ADUS as of Q1 2021.

Ropes Wealth Advisors reported no remaining Addus HomeCare position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 6 Addus HomeCare shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Addus HomeCare in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Addus HomeCare position peaked at $1K in Q4 2020.
192 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.