AWA
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Arkadios Wealth Advisors’s Fidus Investment FDUS Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-149
Closed -$2K – 973
2021
Q3 		$2K Hold
149
– – ﹤0.01% 1741
2021
Q2 		$2K Hold
149
– – ﹤0.01% 1847
2021
Q1 		$2K Buy
+149
New +$2.13K ﹤0.01% 1515

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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Arkadios Wealth Advisors's FDUS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Fidus Investment (FDUS) in Q4 2021, closing a stake of 149 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in FDUS in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 75 funds tracked by Wall St. Rank hold FDUS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Fidus Investment position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 149 Fidus Investment shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Fidus Investment in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Fidus Investment position peaked at $2K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.