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Total Clarity Wealth Management’s Fidus Investment FDUS Stock Holding History

Total Clarity Wealth Management’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
-3,213
Closed -$58K – 432
2021
Q4 		$58K Buy
3,213
+145
+5% +$2.57K 0.03% 377
2021
Q3 		$54K Buy
+3,068
New +$53.4K 0.03% 389

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Total Clarity Wealth Management's FDUS Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Fidus Investment (FDUS) in Q1 2022, closing a stake of 3,213 shares — an estimated $58K sold.

Total Clarity Wealth Management first reported a position in FDUS in Q3 2021 and held it in 2 quarters. The position peaked at $58K in Q4 2021. 78 funds tracked by Wall St. Rank hold FDUS as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Fidus Investment position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,213 Fidus Investment shares in Q1 2022, an estimated $58K.
  • Total Clarity Wealth Management first reported a position in Fidus Investment in Q3 2021 and held it in 2 quarters.
  • Total Clarity Wealth Management's Fidus Investment position peaked at $58K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.