American Portfolios Advisors’s Fidus Investment FDUS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$260K	Buy	15,139 +296	+2%	+$5.61K	0.01%	917
2022 Q2	$259K	Buy	+14,843	New	+$287K	0.01%	934
2021 Q1	–	Sell	-850	Closed	-$11.1K	–	3290
2020 Q4	$11.1K	Hold	850	–	–	﹤0.01%	2064
2020 Q3	$8.37K	Hold	850	–	–	﹤0.01%	2054
2020 Q2	$7.71K	Hold	850	–	–	﹤0.01%	2044
2020 Q1	$5.63K	Buy	850 +250	+42%	+$3.23K	﹤0.01%	2041
2019 Q4	$8.9K	Buy	+600	New	+$9.03K	﹤0.01%	2046
2018 Q1	–	Sell	-1,153	Closed	-$17.5K	–	2339
2017 Q4	$17.5K	Buy	+1,153	New	+$18.6K	﹤0.01%	1377

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 New York $133B AUM 72.99% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Portfolios Advisors's FDUS Position: Q3 2022 in Review

American Portfolios Advisors increased its Fidus Investment (FDUS) stake by 2% in Q3 2022, buying an estimated $5.61K and bringing the position to 15,139 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #917.

American Portfolios Advisors first reported a position in FDUS in Q4 2017 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold FDUS as of Q3 2022.

American Portfolios Advisors held 15,139 shares of Fidus Investment worth $260K as of Q3 2022.
American Portfolios Advisors bought 296 Fidus Investment shares in Q3 2022, an estimated $5.61K.
Fidus Investment made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #917 holding.
American Portfolios Advisors first reported a position in Fidus Investment in Q4 2017 and has held it in 8 quarters since.
89 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.