Transce3nd’s Fidus Investment FDUS Stock Holding History

Transce3nd’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
2025 Q1	–	Sell	-1,544	Closed	-$32.5K	–	1326
2024 Q4	$32.5K	Buy	+1,544	New	+$31.3K	0.01%	460

Other funds holding FDUS

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Transce3nd's FDUS Position: Q1 2025 in Review

Transce3nd sold out of Fidus Investment (FDUS) in Q1 2025, closing a stake of 1,544 shares — an estimated $32.5K sold.

Transce3nd first reported a position in FDUS in Q4 2024 and held it in 1 quarter. The position peaked at $32.5K in Q4 2024. 121 funds tracked by Wall St. Rank hold FDUS as of Q1 2025.

Transce3nd reported no remaining Fidus Investment position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 1,544 Fidus Investment shares in Q1 2025, an estimated $32.5K.
Transce3nd first reported a position in Fidus Investment in Q4 2024 and held it in 1 quarter.
Transce3nd's Fidus Investment position peaked at $32.5K in Q4 2024.
121 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.