Icon Wealth Partners’s Amphenol APH Stock Holding History

Icon Wealth Partners’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
2023 Q3	$109K	Sell	5,200 -12	-0.2%	-$258	0.01%	380
2023 Q2	$111K	Hold	5,212	–	–	0.01%	393
2023 Q1	$106K	Buy	+5,212	New	+$103K	0.01%	400
2019 Q2	–	Sell	-552	Closed	-$7K	–	205
2019 Q1	$7K	Buy	+552	New	+$6.17K	﹤0.01%	712
2018 Q3	–	Sell	-560	Closed	-$6K	–	303
2018 Q2	$6K	Buy	+560	New	+$6.09K	﹤0.01%	736
2018 Q1	–	Sell	-616	Closed	-$7K	–	288
2017 Q4	$7K	Buy	+616	New	+$6.78K	﹤0.01%	738

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Icon Wealth Partners's APH Position: Q3 2023 in Review

Icon Wealth Partners reduced its Amphenol (APH) stake by 0.23% in Q3 2023, selling an estimated $258 and leaving 5,200 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #380.

Icon Wealth Partners first reported a position in APH in Q4 2017 and has held it in 6 quarters since. The position peaked at $111K in Q2 2023. 1,008 funds tracked by Wall St. Rank hold APH as of Q3 2023.

Icon Wealth Partners held 5,200 shares of Amphenol worth $109K as of Q3 2023.
Icon Wealth Partners sold 12 Amphenol shares in Q3 2023, an estimated $258.
Amphenol made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #380 holding.
Icon Wealth Partners first reported a position in Amphenol in Q4 2017 and has held it in 6 quarters since.
Icon Wealth Partners's Amphenol position peaked at $111K in Q2 2023.
1,008 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.