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Centric Wealth Management’s Amphenol APH Stock Holding History

Centric 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
2021
Q2 		– Sell
-12,800
Closed -$211K – 153
2021
Q1 		$211K Buy
+12,800
New +$208K 0.06% 189

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Centric Wealth Management's APH Position: Q2 2021 in Review

Centric Wealth Management sold out of Amphenol (APH) in Q2 2021, closing a stake of 12,800 shares — an estimated $211K sold.

Centric Wealth Management first reported a position in APH in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 820 funds tracked by Wall St. Rank hold APH as of Q2 2021.

  • Centric Wealth Management reported no remaining Amphenol position as of Q2 2021 after selling out during the quarter.
  • Centric Wealth Management sold 12,800 Amphenol shares in Q2 2021, an estimated $211K.
  • Centric Wealth Management first reported a position in Amphenol in Q1 2021 and held it in 1 quarter.
  • Centric Wealth Management's Amphenol position peaked at $211K in Q1 2021.
  • 820 funds tracked by Wall St. Rank held Amphenol as of Q2 2021.

Based on Centric Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.