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Financial Synergies Wealth Advisors’s Amphenol APH Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-76
Closed -$2.19K – 96
2024
Q1 		$2.19K Sell
76
-12
-14% -$314 ﹤0.01% 316
2023
Q4 		$1.68K Buy
88
+12
+16% +$265 ﹤0.01% 263
2023
Q3 		$1.6K Hold
76
– – ﹤0.01% 327
2023
Q2 		$1.61K Sell
76
-12
-14% -$233 ﹤0.01% 314
2023
Q1 		$1.8K Hold
88
– – ﹤0.01% 306
2022
Q4 		$1.68K Sell
88
-4
-4% -$76 ﹤0.01% 263
2022
Q3 		$1.54K Buy
92
+8
+10% +$145 ﹤0.01% 243
2022
Q2 		$1.35K Buy
+84
New +$1.46K ﹤0.01% 281

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Synergies Wealth Advisors's APH Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Amphenol (APH) in Q2 2024, closing a stake of 76 shares — an estimated $2.19K sold.

Financial Synergies Wealth Advisors first reported a position in APH in Q2 2022 and held it in 8 quarters. The position peaked at $2.19K in Q1 2024. 1,298 funds tracked by Wall St. Rank hold APH as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Amphenol position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 76 Amphenol shares in Q2 2024, an estimated $2.19K.
  • Financial Synergies Wealth Advisors first reported a position in Amphenol in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Amphenol position peaked at $2.19K in Q1 2024.
  • 1,298 funds tracked by Wall St. Rank held Amphenol as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.