Nisa Investment Advisors
FDUS icon

Nisa Investment Advisors’s Fidus Investment FDUS Stock Holding History

Nisa Investment Advisors’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
Q3 		– Sell
-500
Closed -$9.74K – 2986
2024
Q2 		$9.74K Hold
500
– – ﹤0.01% 2162
2024
Q1 		$9.87K Sell
500
-800
-62% -$15.6K ﹤0.01% 2034
2023
Q4 		$25.6K Sell
1,300
-6,000
-82% -$114K ﹤0.01% 1807
2023
Q3 		$140K Buy
+7,300
New +$144K ﹤0.01% 1406
2023
Q1 		– Sell
-7,000
Closed -$133K – 2579
2022
Q4 		$133K Buy
+7,000
New +$133K ﹤0.01% 1463
2021
Q3 		– Sell
-8,600
Closed -$146K – 2309
2021
Q2 		$146K Buy
+8,600
New +$146K ﹤0.01% 1528
2020
Q1 		– Sell
-3,900
Closed -$58K – 2089
2019
Q4 		$58K Buy
+3,900
New +$58.7K ﹤0.01% 1510

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Nisa Investment Advisors's FDUS Position: Q3 2024 in Review

Nisa Investment Advisors sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 500 shares — an estimated $9.74K sold.

Nisa Investment Advisors first reported a position in FDUS in Q4 2019 and held it in 7 quarters. The position peaked at $146K in Q2 2021. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

  • Nisa Investment Advisors reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 500 Fidus Investment shares in Q3 2024, an estimated $9.74K.
  • Nisa Investment Advisors first reported a position in Fidus Investment in Q4 2019 and held it in 7 quarters.
  • Nisa Investment Advisors's Fidus Investment position peaked at $146K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on Nisa Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.