Acorn Wealth Advisors’s Amphenol APH Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-528	Closed	-$6K	–	534
2018 Q1	$6K	Hold	528	–	–	0.01%	593
2017 Q4	$6K	Buy	+528	New	+$5.81K	0.01%	568

Other funds holding APH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Acorn Wealth Advisors's APH Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Amphenol (APH) in Q2 2018, closing a stake of 528 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in APH in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 623 funds tracked by Wall St. Rank hold APH as of Q2 2018.

Acorn Wealth Advisors reported no remaining Amphenol position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 528 Amphenol shares in Q2 2018, an estimated $6K.
Acorn Wealth Advisors first reported a position in Amphenol in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Amphenol position peaked at $6K in Q1 2018.
623 funds tracked by Wall St. Rank held Amphenol as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.