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Patriot Financial Group Insurance Agency’s Fidus Investment FDUS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-100
Closed -$2K – 913
2022
Q2 		$2K Buy
+100
New +$1.93K ﹤0.01% 1747

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AAM
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BlackRock
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NCM
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Legal & General Group
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Two Sigma Advisers
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FDUS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidus Investment (FDUS) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in FDUS in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 89 funds tracked by Wall St. Rank hold FDUS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Fidus Investment position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Fidus Investment shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Fidus Investment in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Fidus Investment position peaked at $2K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.