WAP
AFT

Wealthcare Advisory Partners’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-10,028
Closed -$146K – 906
2024
Q2 		$146K Hold
10,028
– – ﹤0.01% 804
2024
Q1 		$143K Sell
10,028
-500
-5% -$6.97K ﹤0.01% 783
2023
Q4 		$139K Sell
10,528
-1,500
-12% -$19.7K 0.01% 729
2023
Q3 		$162K Hold
12,028
– – 0.01% 669
2023
Q2 		$155K Buy
+12,028
New +$151K 0.01% 693
2023
Q1 		– Sell
-10,400
Closed -$128K – 755
2022
Q4 		$128K Sell
10,400
-5,115
-33% -$63.9K 0.01% 676
2022
Q3 		$194K Hold
15,515
– – 0.01% 570
2022
Q2 		$199K Sell
15,515
-4,250
-22% -$58.2K 0.01% 536
2022
Q1 		$289K Buy
19,765
+9,765
+98% +$154K 0.02% 426
2021
Q4 		$161K Buy
+10,000
New +$161K 0.01% 557
2021
Q2 		– Sell
-11,250
Closed -$167K – 1973
2021
Q1 		$167K Hold
11,250
– – 0.01% 524
2020
Q4 		$162K Sell
11,250
-1,000
-8% -$13.4K 0.01% 408
2020
Q3 		$157K Hold
12,250
– – 0.02% 342
2020
Q2 		$152K Buy
12,250
+4,000
+48% +$48.2K 0.02% 305
2020
Q1 		$96K Sell
8,250
-6,100
-43% -$86.9K 0.01% 377
2019
Q4 		$217K Hold
14,350
– – 0.03% 285
2019
Q3 		$213K Sell
14,350
-750
-5% -$11.1K 0.03% 264
2019
Q2 		$226K Hold
15,100
– – 0.04% 254
2019
Q1 		$224K Sell
15,100
-1,000
-6% -$14.8K 0.04% 225
2018
Q4 		$232K Hold
16,100
– – 0.05% 195
2018
Q3 		$257K Buy
16,100
+3,200
+25% +$51.5K 0.05% 187
2018
Q2 		$211K Buy
+12,900
New +$216K 0.04% 205

Other funds holding AFT

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wealthcare Advisory Partners's AFT Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2024, closing a stake of 10,028 shares — an estimated $146K sold.

Wealthcare Advisory Partners first reported a position in AFT in Q2 2018 and held it in 22 quarters. The position peaked at $289K in Q1 2022. 2 funds tracked by Wall St. Rank hold AFT as of Q3 2024.

  • Wealthcare Advisory Partners reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,028 Apollo Senior Floating Rate Fund Inc. shares in Q3 2024, an estimated $146K.
  • Wealthcare Advisory Partners first reported a position in Apollo Senior Floating Rate Fund Inc. in Q2 2018 and held it in 22 quarters.
  • Wealthcare Advisory Partners's Apollo Senior Floating Rate Fund Inc. position peaked at $289K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.