Delap Wealth Advisory’s Amphenol APH Stock Holding History

Delap Wealth Advisory’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	–	Sell	-4,344	Closed	-$251K	–	133
2024 Q1	$251K	Buy	+4,344	New	+$228K	0.1%	196

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's APH Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Amphenol (APH) in Q2 2024, closing a stake of 4,344 shares — an estimated $251K sold.

Delap Wealth Advisory first reported a position in APH in Q1 2024 and held it in 1 quarter. The position peaked at $251K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2024.

Delap Wealth Advisory reported no remaining Amphenol position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,344 Amphenol shares in Q2 2024, an estimated $251K.
Delap Wealth Advisory first reported a position in Amphenol in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Amphenol position peaked at $251K in Q1 2024.
1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.