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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
-29,352
Closed -$600K – 114
2023
Q1 		$600K Sell
29,352
-4,808
-14% -$94.9K 0.41% 52
2022
Q4 		$650K Sell
34,160
-652
-2% -$12.3K 0.43% 40
2022
Q3 		$583K Buy
34,812
+412
+1% +$7.48K 0.41% 46
2022
Q2 		$554K Buy
34,400
+2,852
+9% +$49.6K 0.36% 47
2022
Q1 		$594K Buy
31,548
+1,900
+6% +$36.8K 0.38% 55
2021
Q4 		$648K Buy
+29,648
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 29,352 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 29,352 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.