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Carolinas Wealth Consulting’s Fidus Investment FDUS Stock Holding History

Carolinas Wealth Consulting’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
2021
Q3 		– Sell
-1,023
Closed -$17K – 947
2021
Q2 		$17K Buy
+1,023
New +$17.4K ﹤0.01% 527

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Carolinas Wealth Consulting's FDUS Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Fidus Investment (FDUS) in Q3 2021, closing a stake of 1,023 shares — an estimated $17K sold.

Carolinas Wealth Consulting first reported a position in FDUS in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 78 funds tracked by Wall St. Rank hold FDUS as of Q3 2021.

  • Carolinas Wealth Consulting reported no remaining Fidus Investment position as of Q3 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,023 Fidus Investment shares in Q3 2021, an estimated $17K.
  • Carolinas Wealth Consulting first reported a position in Fidus Investment in Q2 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Fidus Investment position peaked at $17K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.