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Buckingham Strategic Wealth’s Amphenol APH Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$344K Sell
5,106
-888
-15% -$56K ﹤0.01% 565
2024
Q1 		$346K Buy
5,994
+1,624
+37% +$85.1K ﹤0.01% 550
2023
Q4 		$217K Buy
+4,370
New +$193K ﹤0.01% 663

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's APH Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Amphenol (APH) stake by 15% in Q2 2024, selling an estimated $56K and leaving 5,106 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Buckingham Strategic Wealth first reported a position in APH in Q4 2023 and has held it in 3 quarters since. The position peaked at $346K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2024.

  • Buckingham Strategic Wealth held 5,106 shares of Amphenol worth $344K as of Q2 2024.
  • Buckingham Strategic Wealth sold 888 Amphenol shares in Q2 2024, an estimated $56K.
  • Amphenol made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #565 holding.
  • Buckingham Strategic Wealth first reported a position in Amphenol in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Amphenol position peaked at $346K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.