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1776 Wealth’s Fidus Investment FDUS Stock Holding History

1776 Wealth’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,531
Closed -$68K – 178
2020
Q2 		$68K Buy
7,531
+2,888
+62% +$25.1K 0.05% 174
2020
Q1 		$30K Buy
4,643
+1,033
+29% +$13.3K 0.03% 202
2019
Q4 		$53K Buy
+3,610
New +$54.3K 0.05% 183

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

1776 Wealth's FDUS Position: Q3 2020 in Review

1776 Wealth sold out of Fidus Investment (FDUS) in Q3 2020, closing a stake of 7,531 shares — an estimated $68K sold.

1776 Wealth first reported a position in FDUS in Q4 2019 and held it in 3 quarters. The position peaked at $68K in Q2 2020. 79 funds tracked by Wall St. Rank hold FDUS as of Q3 2020.

  • 1776 Wealth reported no remaining Fidus Investment position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 7,531 Fidus Investment shares in Q3 2020, an estimated $68K.
  • 1776 Wealth first reported a position in Fidus Investment in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's Fidus Investment position peaked at $68K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.