AWM
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Activest Wealth Management’s Fidus Investment FDUS Stock Holding History

Activest Wealth Management’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
2024
Q3 		– Sell
-1,150
Closed -$22.6K – 592
2024
Q2 		$22.4K Hold
1,150
– – 0.01% 233
2024
Q1 		$22.7K Hold
1,150
– – 0.01% 166
2023
Q4 		$22.6K Hold
1,150
– – 0.01% 136
2023
Q3 		$22.1K Hold
1,150
– – 0.01% 131
2023
Q2 		$11.6K Hold
1,150
– – 0.01% 158
2023
Q1 		$21.9K Buy
+1,150
New +$22.9K 0.01% 123
2022
Q3 		– Sell
-1,150
Closed -$20K – 497
2022
Q2 		$20K Hold
1,150
– – 0.01% 153
2022
Q1 		$23K Hold
1,150
– – 0.01% 153
2021
Q4 		$21K Hold
1,150
– – 0.01% 162
2021
Q3 		$20K Hold
1,150
– – 0.01% 176
2021
Q2 		$20K Hold
1,150
– – 0.02% 148
2021
Q1 		$18K Buy
+1,150
New +$16.4K 0.01% 149

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return