BerganKDV Wealth Management’s Amphenol APH Stock Holding History

BerganKDV 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
2023 Q2	$8.66K	Sell	204 -68	-25%	-$2.64K	﹤0.01%	566
2023 Q1	$11.2K	Hold	272	–	–	﹤0.01%	586
2022 Q4	$10.4K	Sell	272 -4	-1%	-$151	﹤0.01%	568
2022 Q3	$9K	Sell	276 -396	-59%	-$14.4K	﹤0.01%	583
2022 Q2	$22K	Buy	672 +4	+0.6%	+$139	﹤0.01%	483
2022 Q1	$25K	Hold	668	–	–	﹤0.01%	486
2021 Q4	$29K	Hold	668	–	–	﹤0.01%	488
2021 Q3	$24K	Buy	668 +152	+29%	+$5.58K	﹤0.01%	496
2021 Q2	$18K	Hold	516	–	–	﹤0.01%	531
2021 Q1	$17K	Sell	516 -32	-6%	-$1.04K	﹤0.01%	506
2020 Q4	$18K	Buy	548 +396	+261%	+$12.2K	﹤0.01%	491
2020 Q3	$4K	Hold	152	–	–	﹤0.01%	593
2020 Q2	$4K	Sell	152 -92	-38%	-$2.05K	﹤0.01%	643
2020 Q1	$4K	Buy	244 +32	+15%	+$763	﹤0.01%	595
2019 Q4	$6K	Buy	+212	New	+$5.41K	﹤0.01%	584

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BerganKDV Wealth Management's APH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Amphenol (APH) stake by 25% in Q2 2023, selling an estimated $2.64K and leaving 204 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

BerganKDV Wealth Management first reported a position in APH in Q4 2019 and has held it in 15 quarters since. The position peaked at $29K in Q4 2021. 982 funds tracked by Wall St. Rank hold APH as of Q2 2023.

BerganKDV Wealth Management held 204 shares of Amphenol worth $8.66K as of Q2 2023.
BerganKDV Wealth Management sold 68 Amphenol shares in Q2 2023, an estimated $2.64K.
Amphenol made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #566 holding.
BerganKDV Wealth Management first reported a position in Amphenol in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Amphenol position peaked at $29K in Q4 2021.
982 funds tracked by Wall St. Rank held Amphenol as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.