MPWT
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MassMutual Private Wealth & Trust’s Fidus Investment FDUS Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q4 		– Sell
-130
Closed -$2K – 1710
2022
Q3 		$2K Buy
+130
New +$2.46K ﹤0.01% 1206

Other funds holding FDUS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's FDUS Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Fidus Investment (FDUS) in Q4 2022, closing a stake of 130 shares — an estimated $2K sold.

MassMutual Private Wealth & Trust first reported a position in FDUS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 100 funds tracked by Wall St. Rank hold FDUS as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining Fidus Investment position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 130 Fidus Investment shares in Q4 2022, an estimated $2K.
  • MassMutual Private Wealth & Trust first reported a position in Fidus Investment in Q3 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Fidus Investment position peaked at $2K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.