Comprehensive Financial Consultants Institutional’s Fidus Investment FDUS Stock Holding History

Comprehensive Financial Consultants Institutional’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	-4,564	Closed	-$84K	–	251
2021 Q4	$84K	Buy	+4,564	New	+$81K	0.05%	196

Other funds holding FDUS

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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 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 New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FDUS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Fidus Investment (FDUS) in Q1 2022, closing a stake of 4,564 shares — an estimated $84K sold.

Comprehensive Financial Consultants Institutional first reported a position in FDUS in Q4 2021 and held it in 1 quarter. The position peaked at $84K in Q4 2021. 78 funds tracked by Wall St. Rank hold FDUS as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Fidus Investment position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,564 Fidus Investment shares in Q1 2022, an estimated $84K.
Comprehensive Financial Consultants Institutional first reported a position in Fidus Investment in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Fidus Investment position peaked at $84K in Q4 2021.
78 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.