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FDUS icon

SignatureFD’s Fidus Investment FDUS Stock Holding History

SignatureFD’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
Q1 		– Sell
-543
Closed -$10K – 3187
2021
Q4 		$10K Hold
543
– – ﹤0.01% 2114
2021
Q3 		$9K Hold
543
– – ﹤0.01% 2109
2021
Q2 		$9K Hold
543
– – ﹤0.01% 2028
2021
Q1 		$8K Buy
+543
New +$7.74K ﹤0.01% 1943
2020
Q4 		– Sell
-1,463
Closed -$14K – 2593
2020
Q3 		$14K Buy
+1,463
New +$14.1K ﹤0.01% 1511
2019
Q4 		– Sell
-800
Closed -$12K – 2202
2019
Q3 		$12K Hold
800
– – ﹤0.01% 1389
2019
Q2 		$13K Buy
+800
New +$12.7K ﹤0.01% 1332
2014
Q3 		– Sell
-700
Closed -$14K – 773
2014
Q2 		$14K Hold
700
– – ﹤0.01% 405
2014
Q1 		$14K Buy
+700
New +$14.4K 0.01% 365

Other funds holding FDUS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 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 $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SignatureFD's FDUS Position: Q1 2022 in Review

SignatureFD sold out of Fidus Investment (FDUS) in Q1 2022, closing a stake of 543 shares — an estimated $10K sold.

SignatureFD first reported a position in FDUS in Q1 2014 and held it in 9 quarters. The position peaked at $14K in Q3 2020. 78 funds tracked by Wall St. Rank hold FDUS as of Q1 2022.

  • SignatureFD reported no remaining Fidus Investment position as of Q1 2022 after selling out during the quarter.
  • SignatureFD sold 543 Fidus Investment shares in Q1 2022, an estimated $10K.
  • SignatureFD first reported a position in Fidus Investment in Q1 2014 and held it in 9 quarters.
  • SignatureFD's Fidus Investment position peaked at $14K in Q3 2020.
  • 78 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2022.

Based on SignatureFD's 13F filing for Q1 2022, filed 2 May 2022.