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B. Riley Wealth Advisors’s Fidus Investment FDUS Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-12,344
Closed -$237K – 1465
2024
Q1 		$237K Sell
12,344
-3,581
-22% -$70K 0.01% 1172
2023
Q4 		$314K Buy
15,925
+3,581
+29% +$68.3K 0.01% 1031
2023
Q3 		$237K Sell
12,344
-927
-7% -$18.3K 0.01% 1172
2023
Q2 		$260K Sell
13,271
-3,812
-22% -$72.3K 0.01% 1202
2023
Q1 		$326K Sell
17,083
-664
-4% -$13.2K 0.01% 1029
2022
Q4 		$338K Buy
17,747
+47
+0.3% +$893 0.01% 981
2022
Q3 		$305K Sell
17,700
-11,115
-39% -$211K 0.01% 993
2022
Q2 		$503K Buy
28,815
+6,186
+27% +$120K 0.02% 657
2022
Q1 		$457K Buy
22,629
+2,277
+11% +$42.5K 0.02% 795
2021
Q4 		$366K Buy
20,352
+4,633
+29% +$82.2K 0.01% 967
2021
Q3 		$275K Sell
15,719
-2,969
-16% -$51.7K 0.01% 1089
2021
Q2 		$318K Buy
18,688
+6,030
+48% +$103K 0.01% 993
2021
Q1 		$197K Buy
+12,658
New +$181K 0.01% 1200

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

B. Riley Wealth Advisors's FDUS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Fidus Investment (FDUS) in Q2 2024, closing a stake of 12,344 shares — an estimated $237K sold.

B. Riley Wealth Advisors first reported a position in FDUS in Q1 2021 and held it in 13 quarters. The position peaked at $503K in Q2 2022. 115 funds tracked by Wall St. Rank hold FDUS as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Fidus Investment position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,344 Fidus Investment shares in Q2 2024, an estimated $237K.
  • B. Riley Wealth Advisors first reported a position in Fidus Investment in Q1 2021 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Fidus Investment position peaked at $503K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.