AWM
FDUS icon

Avior Wealth Management’s Fidus Investment FDUS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-272
Closed -$5.72K – 1278
2024
Q4 		$5.72K Hold
272
– – ﹤0.01% 1818
2024
Q3 		$5.33K Hold
272
– – ﹤0.01% 1764
2024
Q2 		$5.3K Hold
272
– – ﹤0.01% 1706
2024
Q1 		$5.37K Hold
272
– – ﹤0.01% 2060
2023
Q4 		$5.36K Hold
272
– – ﹤0.01% 1124
2023
Q3 		$5.22K Buy
+272
New +$5.36K ﹤0.01% 1178

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avior Wealth Management's FDUS Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidus Investment (FDUS) in Q1 2025, closing a stake of 272 shares — an estimated $5.72K sold.

Avior Wealth Management first reported a position in FDUS in Q3 2023 and held it in 6 quarters. The position peaked at $5.72K in Q4 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidus Investment position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 272 Fidus Investment shares in Q1 2025, an estimated $5.72K.
  • Avior Wealth Management first reported a position in Fidus Investment in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Fidus Investment position peaked at $5.72K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.