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Curi Wealth Management’s Amphenol APH Stock Holding History

Curi 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
2022
Q3 		– Sell
-4
Closed – – 215
2022
Q2 		$0 Hold
4
– – ﹤0.01% 619
2022
Q1 		$0 Hold
4
– – ﹤0.01% 513
2021
Q4 		$0 Buy
+4
New +$162 ﹤0.01% 483
2021
Q1 		– Sell
-4
Closed – – 117
2020
Q4 		$0 Buy
+4
New +$123 ﹤0.01% 392

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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

Curi Wealth Management's APH Position: Q3 2022 in Review

Curi Wealth Management sold out of Amphenol (APH) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in APH in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 910 funds tracked by Wall St. Rank hold APH as of Q3 2022.

  • Curi Wealth Management reported no remaining Amphenol position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4 Amphenol shares in Q3 2022.
  • Curi Wealth Management first reported a position in Amphenol in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Amphenol position peaked at $0 in Q2 2022.
  • 910 funds tracked by Wall St. Rank held Amphenol as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.