First Personal Financial Services’s Fidus Investment FDUS Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-1,499	Closed	-$26K	–	405
2022 Q3	$26K	Buy	+1,499	New	+$28.4K	0.01%	266
2016 Q1	–	Sell	-520	Closed	-$7K	–	335
2015 Q4	$7K	Sell	520 -3,480	-87%	-$48.6K	﹤0.01%	311
2015 Q3	$56K	Hold	4,000	–	–	0.03%	166
2015 Q2	$60K	Sell	4,000 -1,362	-25%	-$22.1K	0.04%	156
2015 Q1	$83K	Hold	5,362	–	–	0.05%	138
2014 Q4	$79K	Buy	+5,362	New	+$86.1K	0.05%	138

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

First Personal Financial Services's FDUS Position: Q4 2022 in Review

First Personal Financial Services sold out of Fidus Investment (FDUS) in Q4 2022, closing a stake of 1,499 shares — an estimated $26K sold.

First Personal Financial Services first reported a position in FDUS in Q4 2014 and held it in 6 quarters. The position peaked at $83K in Q1 2015. 100 funds tracked by Wall St. Rank hold FDUS as of Q4 2022.

First Personal Financial Services reported no remaining Fidus Investment position as of Q4 2022 after selling out during the quarter.
First Personal Financial Services sold 1,499 Fidus Investment shares in Q4 2022, an estimated $26K.
First Personal Financial Services first reported a position in Fidus Investment in Q4 2014 and held it in 6 quarters.
First Personal Financial Services's Fidus Investment position peaked at $83K in Q1 2015.
100 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.