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Wetzel Investment Advisors’s Fidus Investment FDUS Stock Holding History

Wetzel Investment Advisors’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
-1,640
Closed -$32.4K – 386
2024
Q2 		$32.4K Buy
+1,640
New +$32.6K 0.02% 287

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

Wetzel Investment Advisors's FDUS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Fidus Investment (FDUS) in Q3 2024, closing a stake of 1,640 shares — an estimated $32.4K sold.

Wetzel Investment Advisors first reported a position in FDUS in Q2 2024 and held it in 1 quarter. The position peaked at $32.4K in Q2 2024. 111 funds tracked by Wall St. Rank hold FDUS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Fidus Investment position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,640 Fidus Investment shares in Q3 2024, an estimated $32.4K.
  • Wetzel Investment Advisors first reported a position in Fidus Investment in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Fidus Investment position peaked at $32.4K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.