AWM
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Alterna Wealth Management’s Amphenol APH Stock Holding History

Alterna 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
Q1 		– Sell
-11,928
Closed -$220K – 120
2018
Q4 		$220K Buy
+11,928
New +$256K 0.04% 315

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Alterna Wealth Management's APH Position: Q1 2019 in Review

Alterna Wealth Management sold out of Amphenol (APH) in Q1 2019, closing a stake of 11,928 shares — an estimated $220K sold.

Alterna Wealth Management first reported a position in APH in Q4 2018 and held it in 1 quarter. The position peaked at $220K in Q4 2018. 673 funds tracked by Wall St. Rank hold APH as of Q1 2019.

  • Alterna Wealth Management reported no remaining Amphenol position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 11,928 Amphenol shares in Q1 2019, an estimated $220K.
  • Alterna Wealth Management first reported a position in Amphenol in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Amphenol position peaked at $220K in Q4 2018.
  • 673 funds tracked by Wall St. Rank held Amphenol as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.