AWM
AFT

Avior Wealth Management’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Avior Wealth Management’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
2024
Q3 		– Sell
-3,112
Closed -$45.2K – 2433
2024
Q2 		$45.2K Sell
3,112
-3,138
-50% -$45.7K ﹤0.01% 1129
2024
Q1 		$89.1K Buy
+6,250
New +$87.1K ﹤0.01% 1013

Other funds holding AFT

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Avior Wealth Management's AFT Position: Q3 2024 in Review

Avior Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2024, closing a stake of 3,112 shares — an estimated $45.2K sold.

Avior Wealth Management first reported a position in AFT in Q1 2024 and held it in 2 quarters. The position peaked at $89.1K in Q1 2024. 2 funds tracked by Wall St. Rank hold AFT as of Q3 2024.

  • Avior Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3,112 Apollo Senior Floating Rate Fund Inc. shares in Q3 2024, an estimated $45.2K.
  • Avior Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $89.1K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.