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Baldwin Wealth Partners’s Amphenol APH Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-80
Closed -$5.23K – 277
2024
Q3 		$5.23K Buy
80
+8
+11% +$519 ﹤0.01% 871
2024
Q2 		$4.85K Buy
+72
New +$4.54K ﹤0.01% 593
2022
Q3 		– Sell
-7,200
Closed -$232K – 662
2022
Q2 		$232K Hold
7,200
– – 0.03% 165
2022
Q1 		$271K Sell
7,200
-4,000
-36% -$155K 0.03% 175
2021
Q4 		$490K Hold
11,200
– – 0.05% 130
2021
Q3 		$410K Buy
+11,200
New +$411K 0.05% 135
2017
Q1 		– Sell
-88
Closed -$1K – 492
2016
Q4 		$1K Hold
88
– – ﹤0.01% 495
2016
Q3 		$1K Buy
+88
New +$1.34K ﹤0.01% 515

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's APH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Amphenol (APH) in Q4 2024, closing a stake of 80 shares — an estimated $5.23K sold.

Baldwin Wealth Partners first reported a position in APH in Q3 2016 and held it in 8 quarters. The position peaked at $490K in Q4 2021. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Amphenol position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 80 Amphenol shares in Q4 2024, an estimated $5.23K.
  • Baldwin Wealth Partners first reported a position in Amphenol in Q3 2016 and held it in 8 quarters.
  • Baldwin Wealth Partners's Amphenol position peaked at $490K in Q4 2021.
  • 1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.