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RFP Financial Group’s Fidus Investment FDUS Stock Holding History

RFP Financial Group’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
-2,976
Closed -$58K – 341
2024
Q2 		$58K Hold
2,976
– – 0.02% 213
2024
Q1 		$58.7K Hold
2,976
– – 0.02% 188
2023
Q4 		$58.6K Hold
2,976
– – 0.02% 183
2023
Q3 		$57.1K Hold
2,976
– – 0.03% 187
2023
Q2 		$58.3K Buy
+2,976
New +$56.5K 0.02% 201
2023
Q1 		– Sell
-2,976
Closed -$56.6K – 778
2022
Q4 		$56.6K Buy
+2,976
New +$56.6K 0.03% 184

Other funds holding FDUS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.66T AUM 25.57% 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 $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RFP Financial Group's FDUS Position: Q3 2024 in Review

RFP Financial Group sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 2,976 shares — an estimated $58K sold.

RFP Financial Group first reported a position in FDUS in Q4 2022 and held it in 6 quarters. The position peaked at $58.7K in Q1 2024. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

  • RFP Financial Group reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,976 Fidus Investment shares in Q3 2024, an estimated $58K.
  • RFP Financial Group first reported a position in Fidus Investment in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's Fidus Investment position peaked at $58.7K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.