AWM
FDUS icon

AE Wealth Management’s Fidus Investment FDUS Stock Holding History

AE 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
2023
Q2 		– Sell
-12,441
Closed -$237K – 1950
2023
Q1 		$237K Buy
+12,441
New +$248K ﹤0.01% 1657
2022
Q4 		– Sell
-27,023
Closed -$464K – 1839
2022
Q3 		$464K Buy
+27,023
New +$512K ﹤0.01% 1298

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's FDUS Position: Q2 2023 in Review

AE Wealth Management sold out of Fidus Investment (FDUS) in Q2 2023, closing a stake of 12,441 shares — an estimated $237K sold.

AE Wealth Management first reported a position in FDUS in Q3 2022 and held it in 2 quarters. The position peaked at $464K in Q3 2022. 89 funds tracked by Wall St. Rank hold FDUS as of Q2 2023.

  • AE Wealth Management reported no remaining Fidus Investment position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,441 Fidus Investment shares in Q2 2023, an estimated $237K.
  • AE Wealth Management first reported a position in Fidus Investment in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's Fidus Investment position peaked at $464K in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.