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Gilliland Jeter Wealth Management’s Fidus Investment FDUS Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-1,500
Closed -$29.4K – 328
2024
Q3 		$29.4K Hold
1,500
– – 0.01% 352
2024
Q2 		$29.2K Hold
1,500
– – 0.01% 344
2024
Q1 		$29.6K Buy
+1,500
New +$29.3K 0.01% 341

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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Gilliland Jeter Wealth Management's FDUS Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Fidus Investment (FDUS) in Q4 2024, closing a stake of 1,500 shares — an estimated $29.4K sold.

Gilliland Jeter Wealth Management first reported a position in FDUS in Q1 2024 and held it in 3 quarters. The position peaked at $29.6K in Q1 2024. 112 funds tracked by Wall St. Rank hold FDUS as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Fidus Investment position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,500 Fidus Investment shares in Q4 2024, an estimated $29.4K.
  • Gilliland Jeter Wealth Management first reported a position in Fidus Investment in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Fidus Investment position peaked at $29.6K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.