EWA
FDUS icon

Evolution Wealth Advisors’s Fidus Investment FDUS Stock Holding History

Evolution 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
2021
Q4 		– Sell
-2,850
Closed -$50K – 328
2021
Q3 		$50K Buy
+2,850
New +$49.6K 0.01% 210

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Evolution Wealth Advisors's FDUS Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Fidus Investment (FDUS) in Q4 2021, closing a stake of 2,850 shares — an estimated $50K sold.

Evolution Wealth Advisors first reported a position in FDUS in Q3 2021 and held it in 1 quarter. The position peaked at $50K in Q3 2021. 75 funds tracked by Wall St. Rank hold FDUS as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Fidus Investment position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,850 Fidus Investment shares in Q4 2021, an estimated $50K.
  • Evolution Wealth Advisors first reported a position in Fidus Investment in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Fidus Investment position peaked at $50K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.