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Golden State Wealth Management’s Fidus Investment FDUS Stock Holding History

Golden State 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
2020
Q3 		– Sell
-24,087
Closed -$218K – 447
2020
Q2 		$218K Buy
+24,087
New +$209K 0.06% 220

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Golden State Wealth Management's FDUS Position: Q3 2020 in Review

Golden State Wealth Management sold out of Fidus Investment (FDUS) in Q3 2020, closing a stake of 24,087 shares — an estimated $218K sold.

Golden State Wealth Management first reported a position in FDUS in Q2 2020 and held it in 1 quarter. The position peaked at $218K in Q2 2020. 79 funds tracked by Wall St. Rank hold FDUS as of Q3 2020.

  • Golden State Wealth Management reported no remaining Fidus Investment position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 24,087 Fidus Investment shares in Q3 2020, an estimated $218K.
  • Golden State Wealth Management first reported a position in Fidus Investment in Q2 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Fidus Investment position peaked at $218K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.