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Arete Wealth Advisors’s Fidus Investment FDUS Stock Holding History

Arete Wealth 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
2023
Q1 		– Sell
-14,650
Closed -$279K – 682
2022
Q4 		$279K Hold
14,650
– – 0.02% 472
2022
Q3 		$252K Buy
+14,650
New +$278K 0.02% 453

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arete Wealth Advisors's FDUS Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Fidus Investment (FDUS) in Q1 2023, closing a stake of 14,650 shares — an estimated $279K sold.

Arete Wealth Advisors first reported a position in FDUS in Q3 2022 and held it in 2 quarters. The position peaked at $279K in Q4 2022. 92 funds tracked by Wall St. Rank hold FDUS as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Fidus Investment position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,650 Fidus Investment shares in Q1 2023, an estimated $279K.
  • Arete Wealth Advisors first reported a position in Fidus Investment in Q3 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Fidus Investment position peaked at $279K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.