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 $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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