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Larson Financial Group’s Fidus Investment FDUS Stock Holding History

Larson Financial Group’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
-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

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
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

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.