APWM
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Atlas Private Wealth Management’s Amphenol APH Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-1,712
Closed -$28K – 130
2021
Q1 		$28K Hold
1,712
– – 0.02% 235
2020
Q4 		$28K Hold
1,712
– – 0.02% 239
2020
Q3 		$23K Buy
+1,712
New +$22.6K 0.02% 236

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of Amphenol (APH) in Q2 2021, closing a stake of 1,712 shares — an estimated $28K sold.

Atlas Private Wealth Management first reported a position in APH in Q3 2020 and held it in 3 quarters. The position peaked at $28K in Q1 2021. 820 funds tracked by Wall St. Rank hold APH as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Amphenol position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,712 Amphenol shares in Q2 2021, an estimated $28K.
  • Atlas Private Wealth Management first reported a position in Amphenol in Q3 2020 and held it in 3 quarters.
  • Atlas Private Wealth Management's Amphenol position peaked at $28K in Q1 2021.
  • 820 funds tracked by Wall St. Rank held Amphenol as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.