APWA
APH icon

Atlas Private Wealth Advisors’s Amphenol APH Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-340
Closed -$11K – 778
2021
Q1 		$11K Buy
340
+256
+305% +$8.32K 0.01% 473
2020
Q4 		$3K Buy
+84
New +$2.58K ﹤0.01% 576

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Atlas Private Wealth Advisors's APH Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Amphenol (APH) in Q2 2021, closing a stake of 340 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in APH in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 819 funds tracked by Wall St. Rank hold APH as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Amphenol position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 340 Amphenol shares in Q2 2021, an estimated $11K.
  • Atlas Private Wealth Advisors first reported a position in Amphenol in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Amphenol position peaked at $11K in Q1 2021.
  • 819 funds tracked by Wall St. Rank held Amphenol as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.