PNAA
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Pictet North America Advisors’s Fidus Investment FDUS Stock Holding History

Pictet North America 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
2023
Q1 		– Sell
-31,912
Closed -$607K – 126
2022
Q4 		$607K Hold
31,912
– – 0.1% 93
2022
Q3 		$548K Buy
31,912
+783
+3% +$14.8K 0.09% 100
2022
Q2 		$543K Buy
+31,129
New +$602K 0.07% 105

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
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
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet North America Advisors's FDUS Position: Q1 2023 in Review

Pictet North America Advisors sold out of Fidus Investment (FDUS) in Q1 2023, closing a stake of 31,912 shares — an estimated $607K sold.

Pictet North America Advisors first reported a position in FDUS in Q2 2022 and held it in 3 quarters. The position peaked at $607K in Q4 2022. 92 funds tracked by Wall St. Rank hold FDUS as of Q1 2023.

  • Pictet North America Advisors reported no remaining Fidus Investment position as of Q1 2023 after selling out during the quarter.
  • Pictet North America Advisors sold 31,912 Fidus Investment shares in Q1 2023, an estimated $607K.
  • Pictet North America Advisors first reported a position in Fidus Investment in Q2 2022 and held it in 3 quarters.
  • Pictet North America Advisors's Fidus Investment position peaked at $607K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2023.

Based on Pictet North America Advisors's 13F filing for Q1 2023, filed 4 May 2023.