AWA
AFT

Arkadios Wealth Advisors’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Arkadios Wealth Advisors’s Portfolio AFT Stock Details AFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-157
Closed -$2K – 1858
2021
Q3 		$2K Buy
+157
New +$2.47K ﹤0.01% 1776

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OIA
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PPA
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's AFT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q4 2021, closing a stake of 157 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in AFT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 42 funds tracked by Wall St. Rank hold AFT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 157 Apollo Senior Floating Rate Fund Inc. shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $2K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.