WAP
FDUS icon

Wealthcare Advisory Partners’s Fidus Investment FDUS Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-630
Closed -$4K – 660
2020
Q1 		$4K Buy
+630
New +$8.13K ﹤0.01% 1154

Other funds holding FDUS

WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EBT
Enterprise Bank & Trust Lowell, Massachusetts $267M AUM 13.99% 1-Year Est. Return

Wealthcare Advisory Partners's FDUS Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Fidus Investment (FDUS) in Q2 2020, closing a stake of 630 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in FDUS in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 77 funds tracked by Wall St. Rank hold FDUS as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Fidus Investment position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 630 Fidus Investment shares in Q2 2020, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Fidus Investment in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Fidus Investment position peaked at $4K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Fidus Investment as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.