Able Wealth Management’s Amphenol APH Stock Holding History

Able Wealth Management’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-272	Closed	-$13.5K	–	117
2023 Q4	$13.5K	Buy	+272	New	+$12K	0.01%	240

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's APH Position: Q1 2024 in Review

Able Wealth Management sold out of Amphenol (APH) in Q1 2024, closing a stake of 272 shares — an estimated $13.5K sold.

Able Wealth Management first reported a position in APH in Q4 2023 and held it in 1 quarter. The position peaked at $13.5K in Q4 2023. 1,156 funds tracked by Wall St. Rank hold APH as of Q1 2024.

Able Wealth Management reported no remaining Amphenol position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 272 Amphenol shares in Q1 2024, an estimated $13.5K.
Able Wealth Management first reported a position in Amphenol in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Amphenol position peaked at $13.5K in Q4 2023.
1,156 funds tracked by Wall St. Rank held Amphenol as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.