TCI Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

TCI 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 Q2	–	Sell	-47	Closed	-$5.02K	–	239
2023 Q1	$5.02K	Hold	47	–	–	﹤0.01%	1527
2022 Q4	$4.68K	Hold	47	–	–	﹤0.01%	1573
2022 Q3	$4K	Buy	47 +1	+2%	+$92	﹤0.01%	1555
2022 Q2	$4K	Buy	+46	New	+$3.86K	﹤0.01%	1576
2021 Q4	–	Sell	-43	Closed	-$3K	–	2285
2021 Q3	$3K	Buy	+43	New	+$3.74K	﹤0.01%	1886
2021 Q2	–	Sell	-20	Closed	-$2K	–	2302
2021 Q1	$2K	Buy	+20	New	+$2.28K	﹤0.01%	1642
2019 Q2	–	Sell	-14	Closed	-$1K	–	1400
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	1136
2018 Q4	$1K	Buy	+14	New	+$957	﹤0.01%	1128
2016 Q2	–	Sell	-21	Closed	–	–	1293
2016 Q1	$0	Buy	+21	New	+$434	﹤0.01%	1318
2014 Q1	–	Sell	-300	Closed	-$7K	–	879
2013 Q4	$7K	Hold	300	–	–	﹤0.01%	475
2013 Q3	$9K	Buy	+300	New	+$6.73K	0.01%	387

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's ADUS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 47 shares — an estimated $5.02K sold.

TCI Wealth Advisors first reported a position in ADUS in Q3 2013 and held it in 11 quarters. The position peaked at $9K in Q3 2013. 239 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

TCI Wealth Advisors reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 47 Addus HomeCare shares in Q2 2023, an estimated $5.02K.
TCI Wealth Advisors first reported a position in Addus HomeCare in Q3 2013 and held it in 11 quarters.
TCI Wealth Advisors's Addus HomeCare position peaked at $9K in Q3 2013.
239 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.