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

B. Riley 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
2022
Q1 		– Sell
-11,500
Closed -$207K – 645
2021
Q4 		$207K Hold
11,500
– – 0.01% 577
2021
Q3 		$201K Buy
+11,500
New +$200K 0.02% 568

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

B. Riley Wealth Management's FDUS Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Fidus Investment (FDUS) in Q1 2022, closing a stake of 11,500 shares — an estimated $207K sold.

B. Riley Wealth Management first reported a position in FDUS in Q3 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 78 funds tracked by Wall St. Rank hold FDUS as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Fidus Investment position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 11,500 Fidus Investment shares in Q1 2022, an estimated $207K.
  • B. Riley Wealth Management first reported a position in Fidus Investment in Q3 2021 and held it in 2 quarters.
  • B. Riley Wealth Management's Fidus Investment position peaked at $207K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.