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

First Foundation 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
2024 Q1	–	Sell	-11,018	Closed	-$146K	–	461
2023 Q4	$146K	Hold	11,018	–	–	0.01%	364
2023 Q3	$148K	Hold	11,018	–	–	0.01%	402
2023 Q2	$142K	Hold	11,018	–	–	0.01%	397
2023 Q1	$139K	Hold	11,018	–	–	0.01%	372
2022 Q4	$136K	Hold	11,018	–	–	0.01%	380
2022 Q3	$138K	Buy	+11,018	New	+$144K	0.01%	364

Other funds holding AFT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Foundation Advisors's AFT Position: Q1 2024 in Review

First Foundation Advisors sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2024, closing a stake of 11,018 shares — an estimated $146K sold.

First Foundation Advisors first reported a position in AFT in Q3 2022 and held it in 6 quarters. The position peaked at $148K in Q3 2023. 45 funds tracked by Wall St. Rank hold AFT as of Q1 2024.

First Foundation Advisors reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2024 after selling out during the quarter.
First Foundation Advisors sold 11,018 Apollo Senior Floating Rate Fund Inc. shares in Q1 2024, an estimated $146K.
First Foundation Advisors first reported a position in Apollo Senior Floating Rate Fund Inc. in Q3 2022 and held it in 6 quarters.
First Foundation Advisors's Apollo Senior Floating Rate Fund Inc. position peaked at $148K in Q3 2023.
45 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2024.

Based on First Foundation Advisors's 13F filing for Q1 2024, filed 10 May 2024.