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Evolution Wealth Advisors’s Amphenol APH Stock Holding History

Evolution Wealth 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
2021
Q3 		– Sell
-5,306
Closed -$181K – 663
2021
Q2 		$181K Buy
+5,306
New +$179K 0.04% 126
2020
Q2 		– Sell
-6,580
Closed -$120K – 531
2020
Q1 		$120K Buy
6,580
+248
+4% +$5.91K 0.05% 77
2019
Q4 		$171K Buy
6,332
+5,700
+902% +$146K 0.04% 85
2019
Q3 		$15K Sell
632
-3,272
-84% -$75.4K 0.01% 130
2019
Q2 		$94K Buy
+3,904
New +$94K 0.04% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evolution Wealth Advisors's APH Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Amphenol (APH) in Q3 2021, closing a stake of 5,306 shares — an estimated $181K sold.

Evolution Wealth Advisors first reported a position in APH in Q2 2019 and held it in 5 quarters. The position peaked at $181K in Q2 2021. 836 funds tracked by Wall St. Rank hold APH as of Q3 2021.

  • Evolution Wealth Advisors reported no remaining Amphenol position as of Q3 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,306 Amphenol shares in Q3 2021, an estimated $181K.
  • Evolution Wealth Advisors first reported a position in Amphenol in Q2 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Amphenol position peaked at $181K in Q2 2021.
  • 836 funds tracked by Wall St. Rank held Amphenol as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.