Wilbanks Smith & Thomas Asset Management’s Fidus Investment FDUS Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$294K	Buy	14,907 +3,805	+34%	+$74.4K	0.01%	442
2023 Q4	$219K	Sell	11,102 -1,372	-11%	-$26.2K	0.01%	489
2023 Q3	$240K	Sell	12,474 -1,026	-8%	-$20.2K	0.01%	448
2023 Q2	$265K	Hold	13,500	–	–	0.01%	442
2023 Q1	$257K	Sell	13,500 -2,500	-16%	-$49.9K	0.01%	439
2022 Q4	$304K	Sell	16,000 -5,950	-27%	-$113K	0.01%	389
2022 Q3	$377K	Hold	21,950	–	–	0.02%	323
2022 Q2	$383K	Hold	21,950	–	–	0.02%	338
2022 Q1	$441K	Buy	+21,950	New	+$410K	0.02%	328

Other funds holding FDUS

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FDUS Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Fidus Investment (FDUS) stake by 34% in Q1 2024, buying an estimated $74.4K and bringing the position to 14,907 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #442.

Wilbanks Smith & Thomas Asset Management first reported a position in FDUS in Q1 2022 and has held it in 9 quarters since. The position peaked at $441K in Q1 2022. 111 funds tracked by Wall St. Rank hold FDUS as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 14,907 shares of Fidus Investment worth $294K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 3,805 Fidus Investment shares in Q1 2024, an estimated $74.4K.
Fidus Investment made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #442 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Fidus Investment in Q1 2022 and has held it in 9 quarters since.
Wilbanks Smith & Thomas Asset Management's Fidus Investment position peaked at $441K in Q1 2022.
111 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.