Melia Wealth’s Fidus Investment FDUS Stock Holding History

Melia Wealth’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 Q1	–	Sell	-687,248	Closed	-$13.5M	–	19
2023 Q4	$13.5M	Buy	+687,248	New	+$13.1M	7.11%	8

Other funds holding FDUS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Melia Wealth's FDUS Position: Q1 2024 in Review

Melia Wealth sold out of Fidus Investment (FDUS) in Q1 2024, closing a stake of 687,248 shares — an estimated $13.5M sold.

Melia Wealth first reported a position in FDUS in Q4 2023 and held it in 1 quarter. The position peaked at $13.5M in Q4 2023. 111 funds tracked by Wall St. Rank hold FDUS as of Q1 2024.

Melia Wealth reported no remaining Fidus Investment position as of Q1 2024 after selling out during the quarter.
Melia Wealth sold 687,248 Fidus Investment shares in Q1 2024, an estimated $13.5M.
Melia Wealth first reported a position in Fidus Investment in Q4 2023 and held it in 1 quarter.
Melia Wealth's Fidus Investment position peaked at $13.5M in Q4 2023.
111 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2024.

Based on Melia Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.