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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Sutton Wealth Advisors's ADUS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Addus HomeCare (ADUS) in Q1 2023, closing a stake of 255 shares — an estimated $25.4K sold.

Sutton Wealth Advisors first reported a position in ADUS in Q2 2019 and held it in 15 quarters. The position peaked at $25.9K in Q1 2022. 233 funds tracked by Wall St. Rank hold ADUS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Addus HomeCare position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 255 Addus HomeCare shares in Q1 2023, an estimated $25.4K.
Sutton Wealth Advisors first reported a position in Addus HomeCare in Q2 2019 and held it in 15 quarters.
Sutton Wealth Advisors's Addus HomeCare position peaked at $25.9K in Q1 2022.
233 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.