Larson Financial Group’s Fidus Investment FDUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-337
Closed -$3K 759
2020
Q2
$3K Buy
337
+11
+3% +$95 ﹤0.01% 526
2020
Q1
$2K Buy
326
+16
+5% +$207 ﹤0.01% 428
2019
Q4
$5K Buy
310
+8
+3% +$120 ﹤0.01% 364
2019
Q3
$4K Buy
302
+8
+3% +$123 ﹤0.01% 380
2019
Q2
$5K Buy
294
+7
+2% +$111 ﹤0.01% 310
2019
Q1
$4K Buy
287
+7
+3% +$101 ﹤0.01% 318
2018
Q4
$3K Buy
+280
New +$3.81K ﹤0.01% 324

Other funds holding FDUS

Larson Financial Group's FDUS Position: Q3 2020 in Review

Larson Financial Group sold out of Fidus Investment (FDUS) in Q3 2020, closing a stake of 337 shares — an estimated $3K sold.

Larson Financial Group first reported a position in FDUS in Q4 2018 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 79 funds tracked by Wall St. Rank hold FDUS as of Q3 2020.

  • Larson Financial Group reported no remaining Fidus Investment position as of Q3 2020 after selling out during the quarter.
  • Larson Financial Group sold 337 Fidus Investment shares in Q3 2020, an estimated $3K.
  • Larson Financial Group first reported a position in Fidus Investment in Q4 2018 and held it in 7 quarters.
  • Larson Financial Group's Fidus Investment position peaked at $5K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2020.

Based on Larson Financial Group's 13F filing for Q3 2020, filed 8 Oct 2020.