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Grimes & Company’s Fidus Investment FDUS Stock Holding History

Grimes & Company’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
-18,582
Closed -$364K – 384
2024
Q3 		$364K Buy
18,582
+2,742
+17% +$53.9K 0.01% 267
2024
Q2 		$309K Buy
+15,840
New +$315K 0.01% 271

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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

Grimes & Company's FDUS Position: Q4 2024 in Review

Grimes & Company sold out of Fidus Investment (FDUS) in Q4 2024, closing a stake of 18,582 shares — an estimated $364K sold.

Grimes & Company first reported a position in FDUS in Q2 2024 and held it in 2 quarters. The position peaked at $364K in Q3 2024. 112 funds tracked by Wall St. Rank hold FDUS as of Q4 2024.

  • Grimes & Company reported no remaining Fidus Investment position as of Q4 2024 after selling out during the quarter.
  • Grimes & Company sold 18,582 Fidus Investment shares in Q4 2024, an estimated $364K.
  • Grimes & Company first reported a position in Fidus Investment in Q2 2024 and held it in 2 quarters.
  • Grimes & Company's Fidus Investment position peaked at $364K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2024.

Based on Grimes & Company's 13F filing for Q4 2024, filed 21 Jan 2025.