BDO Wealth Advisors
AFT

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

BDO 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
2023
Q2 		– Sell
-99
Closed -$1.25K – 1073
2023
Q1 		$1.25K Buy
+99
New +$1.28K ﹤0.01% 943
2017
Q3 		– Hold
0
– – – 431

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Oaktree Capital Management
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

BDO Wealth Advisors's AFT Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q2 2023, closing a stake of 99 shares — an estimated $1.25K sold.

BDO Wealth Advisors first reported a position in AFT in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 49 funds tracked by Wall St. Rank hold AFT as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 99 Apollo Senior Floating Rate Fund Inc. shares in Q2 2023, an estimated $1.25K.
  • BDO Wealth Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $1.25K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.