AWM
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Aevitas Wealth Management’s Amphenol APH Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-1,000
Closed -$23K – 115
2019
Q1 		$23K Hold
1,000
– – 0.02% 247
2018
Q4 		$20K Hold
1,000
– – 0.02% 249
2018
Q3 		$24K Hold
1,000
– – 0.02% 269
2018
Q2 		$22K Buy
+1,000
New +$21.8K 0.02% 268

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aevitas Wealth Management's APH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Amphenol (APH) in Q2 2019, closing a stake of 1,000 shares — an estimated $23K sold.

Aevitas Wealth Management first reported a position in APH in Q2 2018 and held it in 4 quarters. The position peaked at $24K in Q3 2018. 696 funds tracked by Wall St. Rank hold APH as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Amphenol position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,000 Amphenol shares in Q2 2019, an estimated $23K.
  • Aevitas Wealth Management first reported a position in Amphenol in Q2 2018 and held it in 4 quarters.
  • Aevitas Wealth Management's Amphenol position peaked at $24K in Q3 2018.
  • 696 funds tracked by Wall St. Rank held Amphenol as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.