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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
-38
Closed -$2.19K – 96
2024
Q1 		$2.19K Sell
38
-6
-14% -$314 ﹤0.01% 316
2023
Q4 		$1.68K Buy
44
+6
+16% +$265 ﹤0.01% 263
2023
Q3 		$1.6K Hold
38
– – ﹤0.01% 327
2023
Q2 		$1.61K Sell
38
-6
-14% -$233 ﹤0.01% 314
2023
Q1 		$1.8K Hold
44
– – ﹤0.01% 306
2022
Q4 		$1.68K Sell
44
-2
-4% -$76 ﹤0.01% 263
2022
Q3 		$1.54K Buy
46
+4
+10% +$145 ﹤0.01% 243
2022
Q2 		$1.35K Buy
+42
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 38 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. 1,296 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 38 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.
  • 1,296 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.