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RAFFA WEALTH MANAGEMENT, LLC’s Addus HomeCare ADUS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q3 		– Sell
-225
Closed -$26.1K – 1085
2024
Q2 		$26.1K Hold
225
– – 0.01% 273
2024
Q1 		$23.3K Buy
+225
New +$21K 0.01% 282

Other funds holding ADUS

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ADUS Position: Q3 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 225 shares — an estimated $26.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ADUS in Q1 2024 and held it in 2 quarters. The position peaked at $26.1K in Q2 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 225 Addus HomeCare shares in Q3 2024, an estimated $26.1K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Addus HomeCare in Q1 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Addus HomeCare position peaked at $26.1K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2024, filed 27 Jul 2026.