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Heritage Wealth Management (Arizona)’s Amphenol APH Stock Holding History

Heritage Wealth Management (Arizona)’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
-80
Closed -$3K – 887
2021
Q2 		$3K Sell
80
-686
-90% -$23.2K ﹤0.01% 798
2021
Q1 		$25K Buy
+766
New +$24.9K 0.01% 460

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

Heritage Wealth Management (Arizona)'s APH Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Amphenol (APH) in Q3 2021, closing a stake of 80 shares — an estimated $3K sold.

Heritage Wealth Management (Arizona) first reported a position in APH in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 836 funds tracked by Wall St. Rank hold APH as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Amphenol position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 80 Amphenol shares in Q3 2021, an estimated $3K.
  • Heritage Wealth Management (Arizona) first reported a position in Amphenol in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Amphenol position peaked at $25K in Q1 2021.
  • 836 funds tracked by Wall St. Rank held Amphenol as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.