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BMS Financial Advisors’s Amphenol APH Stock Holding History

BMS Financial 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
2023
Q2 		– Sell
-14,676
Closed -$600K – 114
2023
Q1 		$600K Sell
14,676
-2,404
-14% -$94.9K 0.41% 52
2022
Q4 		$650K Sell
17,080
-326
-2% -$12.3K 0.43% 40
2022
Q3 		$583K Buy
17,406
+206
+1% +$7.48K 0.41% 46
2022
Q2 		$554K Buy
17,200
+1,426
+9% +$49.6K 0.36% 47
2022
Q1 		$594K Buy
15,774
+950
+6% +$36.8K 0.38% 55
2021
Q4 		$648K Buy
+14,824
New +$600K 0.41% 47

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BMS Financial Advisors's APH Position: Q2 2023 in Review

BMS Financial Advisors sold out of Amphenol (APH) in Q2 2023, closing a stake of 14,676 shares — an estimated $600K sold.

BMS Financial Advisors first reported a position in APH in Q4 2021 and held it in 6 quarters. The position peaked at $650K in Q4 2022. 982 funds tracked by Wall St. Rank hold APH as of Q2 2023.

  • BMS Financial Advisors reported no remaining Amphenol position as of Q2 2023 after selling out during the quarter.
  • BMS Financial Advisors sold 14,676 Amphenol shares in Q2 2023, an estimated $600K.
  • BMS Financial Advisors first reported a position in Amphenol in Q4 2021 and held it in 6 quarters.
  • BMS Financial Advisors's Amphenol position peaked at $650K in Q4 2022.
  • 982 funds tracked by Wall St. Rank held Amphenol as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.