CA
AFT

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

Centerpoint 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
2022
Q1 		– Sell
-78
Closed -$1K – 478
2021
Q4 		$1K Buy
+78
New +$1.26K ﹤0.01% 422

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GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centerpoint Advisors's AFT Position: Q1 2022 in Review

Centerpoint Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2022, closing a stake of 78 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in AFT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 44 funds tracked by Wall St. Rank hold AFT as of Q1 2022.

  • Centerpoint Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 78 Apollo Senior Floating Rate Fund Inc. shares in Q1 2022, an estimated $1K.
  • Centerpoint Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $1K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.