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

AllSquare 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
-500
Closed -$9.54K – 569
2023
Q1 		$9.54K Hold
500
– – 0.01% 378
2022
Q4 		$9.52K Hold
500
– – 0.01% 367
2022
Q3 		$9K Buy
+500
New +$9.48K 0.01% 366

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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

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

AllSquare Wealth Management sold out of Fidus Investment (FDUS) in Q2 2023, closing a stake of 500 shares — an estimated $9.54K sold.

AllSquare Wealth Management first reported a position in FDUS in Q3 2022 and held it in 3 quarters. The position peaked at $9.54K in Q1 2023. 89 funds tracked by Wall St. Rank hold FDUS as of Q2 2023.

  • AllSquare Wealth Management reported no remaining Fidus Investment position as of Q2 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 500 Fidus Investment shares in Q2 2023, an estimated $9.54K.
  • AllSquare Wealth Management first reported a position in Fidus Investment in Q3 2022 and held it in 3 quarters.
  • AllSquare Wealth Management's Fidus Investment position peaked at $9.54K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2023.

Based on AllSquare Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.