Peterson Wealth Services Fidus Investment Corp Transaction History

Peterson Wealth Services

$274 Million
Q1 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 06, 2023	BUY	$18.29 - $20.9 $1.02 Million - $1.16 Million	55,681 New	55,681 $1.06 Million
Q3 2022 Nov 09, 2022	BUY	$16.92 - $20.62 $170,976 - $208,365	10,105 Added 34.92%	39,040 $671,000
Q2 2022 Jul 11, 2022	BUY	$16.61 - $20.94 $480,610 - $605,898	28,935 New	28,935 $505,000
Q1 2022 Apr 18, 2022	SELL	$17.02 - $20.52 $321,388 - $387,479	-18,883 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$16.97 - $18.63 $320,444 - $351,790	18,883 New	18,883 $340,000

Others Institutions Holding FDUS

# of Institutions

115

Shares Held

7.5M

Call Options Held

107K

Put Options Held

8.2K

Invesco Ltd. Atlanta, GA

604K
Shares

$11.9 Million
0.0% of portfolio
Van Eck Associates Corp

601K
Shares

$11.8 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

557K
Shares

$11 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

433K
Shares

$8.51 Million
0.01% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

382K
Shares

$7.51 Million
0.02% of portfolio

About FIDUS INVESTMENT Corp

Ticker FDUS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and u...

More about FDUS

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