FWM
AIF

Foresight Wealth Management’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Foresight Wealth Management’s Portfolio AIF Stock Details AIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20,391
Closed -$312K – 136
2021
Q4 		$312K Buy
20,391
+3,257
+19% +$51K ﹤0.01% 99
2021
Q3 		$271K Buy
+17,134
New +$268K 0.05% 100

Other funds holding AIF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Foresight Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2022, closing a stake of 20,391 shares — an estimated $312K sold.

Foresight Wealth Management first reported a position in AIF in Q3 2021 and held it in 2 quarters. The position peaked at $312K in Q4 2021. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2022.

  • Foresight Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 20,391 Apollo Tactical Income Fund Inc. shares in Q1 2022, an estimated $312K.
  • Foresight Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q3 2021 and held it in 2 quarters.
  • Foresight Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $312K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2022.

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