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SYSTM Wealth Solutions’s Addus HomeCare ADUS Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-180
Closed -$16.7K – 983
2023
Q4 		$16.7K Buy
+180
New +$15.7K ﹤0.01% 754

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's ADUS Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Addus HomeCare (ADUS) in Q1 2024, closing a stake of 180 shares — an estimated $16.7K sold.

SYSTM Wealth Solutions first reported a position in ADUS in Q4 2023 and held it in 1 quarter. The position peaked at $16.7K in Q4 2023. 261 funds tracked by Wall St. Rank hold ADUS as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Addus HomeCare position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 180 Addus HomeCare shares in Q1 2024, an estimated $16.7K.
  • SYSTM Wealth Solutions first reported a position in Addus HomeCare in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Addus HomeCare position peaked at $16.7K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.