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EverSource Wealth Advisors’s Fidus Investment FDUS Stock Holding History

EverSource 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
2025
Q1 		– Sell
-3,596
Closed -$75.6K – 4075
2024
Q4 		$75.6K Hold
3,596
– – ﹤0.01% 1010
2024
Q3 		$70.5K Hold
3,596
– – ﹤0.01% 918
2024
Q2 		$70.4K Hold
3,596
– – ﹤0.01% 941
2024
Q1 		$73.2K Buy
+3,596
New +$70.3K 0.01% 831

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

EverSource Wealth Advisors's FDUS Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Fidus Investment (FDUS) in Q1 2025, closing a stake of 3,596 shares — an estimated $75.6K sold.

EverSource Wealth Advisors first reported a position in FDUS in Q1 2024 and held it in 4 quarters. The position peaked at $75.6K in Q4 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Fidus Investment position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,596 Fidus Investment shares in Q1 2025, an estimated $75.6K.
  • EverSource Wealth Advisors first reported a position in Fidus Investment in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Fidus Investment position peaked at $75.6K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.