Northwestern Mutual Wealth Management
AIF

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

Northwestern Mutual 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
2024
Q1 		– Sell
-3,114
Closed -$43.5K – 3865
2023
Q4 		$43.5K Buy
3,114
+89
+3% +$1.17K ﹤0.01% 2103
2023
Q3 		$40.4K Sell
3,025
-591
-16% -$7.7K ﹤0.01% 2052
2023
Q2 		$45.9K Hold
3,616
– – ﹤0.01% 2018
2023
Q1 		$43.8K Sell
3,616
-2,827
-44% -$35.5K ﹤0.01% 1984
2022
Q4 		$78.1K Sell
6,443
-66,113
-91% -$804K ﹤0.01% 1761
2022
Q3 		$854K Buy
72,556
+2,892
+4% +$36.8K ﹤0.01% 878
2022
Q2 		$838K Sell
69,664
-124,622
-64% -$1.65M ﹤0.01% 876
2022
Q1 		$2.79M Buy
194,286
+93,318
+92% +$1.39M ﹤0.01% 561
2021
Q4 		$1.55M Buy
100,968
+11,124
+12% +$174K ﹤0.01% 676
2021
Q3 		$1.42M Buy
89,844
+38,400
+75% +$600K ﹤0.01% 656
2021
Q2 		$805K Buy
51,444
+70
+0.1% +$1.07K ﹤0.01% 825
2021
Q1 		$764K Buy
51,374
+4,284
+9% +$62.7K ﹤0.01% 792
2020
Q4 		$682K Buy
+47,090
New +$631K ﹤0.01% 749
2020
Q2 		– Sell
-702
Closed -$8K – 2739
2020
Q1 		$8K Sell
702
-20,085
-97% -$286K ﹤0.01% 1961
2019
Q4 		$314K Sell
20,787
-4,605
-18% -$68.2K ﹤0.01% 803
2019
Q3 		$385K Buy
25,392
+7,889
+45% +$117K ﹤0.01% 698
2019
Q2 		$258K Hold
17,503
– – ﹤0.01% 812
2019
Q1 		$257K Buy
17,503
+4,540
+35% +$65.9K ﹤0.01% 787
2018
Q4 		$179K Sell
12,963
-1,835
-12% -$27.1K ﹤0.01% 819
2018
Q3 		$230K Buy
14,798
+6,154
+71% +$95.6K ﹤0.01% 766
2018
Q2 		$135K Buy
+8,644
New +$136K ﹤0.01% 895

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

Northwestern Mutual Wealth Management's AIF Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 3,114 shares — an estimated $43.5K sold.

Northwestern Mutual Wealth Management first reported a position in AIF in Q2 2018 and held it in 21 quarters. The position peaked at $2.79M in Q1 2022. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,114 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $43.5K.
  • Northwestern Mutual Wealth Management first reported a position in Apollo Tactical Income Fund Inc. in Q2 2018 and held it in 21 quarters.
  • Northwestern Mutual Wealth Management's Apollo Tactical Income Fund Inc. position peaked at $2.79M in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.