FFP
AIF

FourThought Financial Partners’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

FourThought Financial Partners’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
2024
Q1 		– Sell
-51,175
Closed -$714K – 351
2023
Q4 		$714K Buy
51,175
+424
+0.8% +$5.57K 0.09% 154
2023
Q3 		$679K Buy
50,751
+6,503
+15% +$84.7K 0.09% 153
2023
Q2 		$562K Buy
44,248
+1,483
+3% +$18.3K 0.07% 171
2023
Q1 		$518K Buy
42,765
+4,424
+12% +$55.5K 0.07% 176
2022
Q4 		$465K Buy
+38,341
New +$466K 0.07% 196

Other funds holding AIF

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

FourThought Financial Partners's AIF Position: Q1 2024 in Review

FourThought Financial Partners sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 51,175 shares — an estimated $714K sold.

FourThought Financial Partners first reported a position in AIF in Q4 2022 and held it in 5 quarters. The position peaked at $714K in Q4 2023. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • FourThought Financial Partners reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 51,175 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $714K.
  • FourThought Financial Partners first reported a position in Apollo Tactical Income Fund Inc. in Q4 2022 and held it in 5 quarters.
  • FourThought Financial Partners's Apollo Tactical Income Fund Inc. position peaked at $714K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on FourThought Financial Partners's 13F filing for Q1 2024, filed 14 May 2024.