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U.S. Capital Wealth Advisors’s Addus HomeCare ADUS Stock Holding History

U.S. Capital 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
-150
Closed -$14.9K – 645
2022
Q4 		$14.9K Buy
+150
New +$15.7K ﹤0.01% 1175

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

U.S. Capital Wealth Advisors's ADUS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Addus HomeCare (ADUS) in Q1 2023, closing a stake of 150 shares — an estimated $14.9K sold.

U.S. Capital Wealth Advisors first reported a position in ADUS in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 234 funds tracked by Wall St. Rank hold ADUS as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Addus HomeCare position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 150 Addus HomeCare shares in Q1 2023, an estimated $14.9K.
  • U.S. Capital Wealth Advisors first reported a position in Addus HomeCare in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Addus HomeCare position peaked at $14.9K in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.