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TCWP’s Addus HomeCare ADUS Stock Holding History

TCWP’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
2022
Q2 		– Sell
-22
Closed -$2K – 285
2022
Q1 		$2K Buy
+22
New +$1.77K ﹤0.01% 1266

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCWP's ADUS Position: Q2 2022 in Review

TCWP sold out of Addus HomeCare (ADUS) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

TCWP first reported a position in ADUS in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 187 funds tracked by Wall St. Rank hold ADUS as of Q2 2022.

  • TCWP reported no remaining Addus HomeCare position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 22 Addus HomeCare shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in Addus HomeCare in Q1 2022 and held it in 1 quarter.
  • TCWP's Addus HomeCare position peaked at $2K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.