Amplius Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Amplius Wealth Advisors’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-276	Closed	-$87K	–	698
2021 Q4	$87K	Buy	+276	New	+$85.4K	0.01%	261

Other funds holding PH

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

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

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

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Amplius Wealth Advisors's PH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2022, closing a stake of 276 shares — an estimated $87K sold.

Amplius Wealth Advisors first reported a position in PH in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 982 funds tracked by Wall St. Rank hold PH as of Q1 2022.

Amplius Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 276 Parker-Hannifin shares in Q1 2022, an estimated $87K.
Amplius Wealth Advisors first reported a position in Parker-Hannifin in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Parker-Hannifin position peaked at $87K in Q4 2021.
982 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.