Arlington Trust’s Fidus Investment FDUS Stock Holding History

Arlington Trust’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
2024 Q3	–	Sell	-6,000	Closed	-$117K	–	561
2024 Q2	$117K	Buy	+6,000	New	+$119K	0.03%	228

Other funds holding FDUS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Arlington Trust's FDUS Position: Q3 2024 in Review

Arlington Trust sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 6,000 shares — an estimated $117K sold.

Arlington Trust first reported a position in FDUS in Q2 2024 and held it in 1 quarter. The position peaked at $117K in Q2 2024. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

Arlington Trust reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
Arlington Trust sold 6,000 Fidus Investment shares in Q3 2024, an estimated $117K.
Arlington Trust first reported a position in Fidus Investment in Q2 2024 and held it in 1 quarter.
Arlington Trust's Fidus Investment position peaked at $117K in Q2 2024.
111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on Arlington Trust's 13F filing for Q3 2024, filed 29 Oct 2024.