SWA
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Sutton Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

Sutton 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
2023
Q1 		– Sell
-255
Closed -$25.4K – 819
2022
Q4 		$25.4K Hold
255
– – 0.01% 601
2022
Q3 		$24.3K Sell
255
-1
-0.4% -$92 0.01% 600
2022
Q2 		$21.3K Sell
256
-22
-8% -$1.84K 0.01% 653
2022
Q1 		$25.9K Buy
278
+5
+2% +$402 0.01% 622
2021
Q4 		$25.5K Buy
273
+66
+32% +$5.94K 0.01% 636
2021
Q3 		$16.5K Buy
207
+22
+12% +$1.91K 0.01% 754
2021
Q2 		$16.1K Hold
185
– – 0.01% 766
2021
Q1 		$19.3K Hold
185
– – 0.01% 681
2020
Q4 		$21.7K Hold
185
– – 0.01% 583
2020
Q3 		$17.5K Hold
185
– – 0.01% 583
2020
Q2 		$17.1K Hold
185
– – 0.01% 584
2020
Q1 		$12.5K Buy
185
+61
+49% +$5.28K 0.01% 596
2019
Q4 		$12.1K Hold
124
– – 0.01% 766
2019
Q3 		$9.83K Hold
124
– – 0.01% 790
2019
Q2 		$9.29K Buy
+124
New +$8.56K 0.01% 786

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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