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Atom Investors’s Fidus Investment FDUS Stock Holding History

Atom Investors’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
-34,682
Closed -$676K – 518
2024
Q2 		$676K Buy
34,682
+21,779
+169% +$433K 0.07% 302
2024
Q1 		$255K Buy
+12,903
New +$252K 0.03% 441

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
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
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
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atom Investors's FDUS Position: Q3 2024 in Review

Atom Investors sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 34,682 shares — an estimated $676K sold.

Atom Investors first reported a position in FDUS in Q1 2024 and held it in 2 quarters. The position peaked at $676K in Q2 2024. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

  • Atom Investors reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
  • Atom Investors sold 34,682 Fidus Investment shares in Q3 2024, an estimated $676K.
  • Atom Investors first reported a position in Fidus Investment in Q1 2024 and held it in 2 quarters.
  • Atom Investors's Fidus Investment position peaked at $676K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.