FWM
AFT

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

Foresight 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
2022
Q1 		– Sell
-30,422
Closed -$490K – 137
2021
Q4 		$490K Buy
30,422
+4,500
+17% +$72.5K 0.01% 78
2021
Q3 		$410K Buy
25,922
+7,070
+38% +$111K 0.08% 81
2021
Q2 		$297K Buy
+18,852
New +$289K 0.07% 96

Other funds holding AFT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foresight Wealth Management's AFT Position: Q1 2022 in Review

Foresight Wealth Management sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q1 2022, closing a stake of 30,422 shares — an estimated $490K sold.

Foresight Wealth Management first reported a position in AFT in Q2 2021 and held it in 3 quarters. The position peaked at $490K in Q4 2021. 44 funds tracked by Wall St. Rank hold AFT as of Q1 2022.

  • Foresight Wealth Management reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 30,422 Apollo Senior Floating Rate Fund Inc. shares in Q1 2022, an estimated $490K.
  • Foresight Wealth Management first reported a position in Apollo Senior Floating Rate Fund Inc. in Q2 2021 and held it in 3 quarters.
  • Foresight Wealth Management's Apollo Senior Floating Rate Fund Inc. position peaked at $490K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q1 2022.

Based on Foresight Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.