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Cetera Advisors’s Fidus Investment FDUS Stock Holding History

Cetera 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
Q1 		$1.41M Buy
71,651
+61,580
+611% +$1.2M 0.01% 986
2023
Q4 		$198K Buy
+10,071
New +$192K ﹤0.01% 1649

Other funds holding FDUS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cetera Advisors's FDUS Position: Q1 2024 in Review

Cetera Advisors increased its Fidus Investment (FDUS) stake by 611% in Q1 2024, buying an estimated $1.2M and bringing the position to 71,651 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #986.

Cetera Advisors first reported a position in FDUS in Q4 2023 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold FDUS as of Q1 2024.

  • Cetera Advisors held 71,651 shares of Fidus Investment worth $1.41M as of Q1 2024.
  • Cetera Advisors bought 61,580 Fidus Investment shares in Q1 2024, an estimated $1.2M.
  • Fidus Investment made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #986 holding.
  • Cetera Advisors first reported a position in Fidus Investment in Q4 2023 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.