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Lenox Wealth Advisors’s Amphenol APH Stock Holding History

Lenox 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
2022
Q1 		$32K Sell
876
-28
-3% -$1.08K ﹤0.01% 305
2021
Q4 		$40K Buy
904
+28
+3% +$1.13K ﹤0.01% 287
2021
Q3 		$32K Hold
876
– – ﹤0.01% 294
2021
Q2 		$30K Hold
876
– – ﹤0.01% 297
2021
Q1 		$29K Sell
876
-1,360
-61% -$44.2K ﹤0.01% 256
2020
Q4 		$73K Buy
2,236
+600
+37% +$18.4K 0.01% 145
2020
Q3 		$44K Hold
1,636
– – 0.01% 177
2020
Q2 		$39K Sell
1,636
-84
-5% -$1.88K 0.01% 188
2020
Q1 		$31K Buy
1,720
+364
+27% +$8.68K 0.01% 187
2019
Q4 		$37K Buy
1,356
+292
+27% +$7.45K 0.01% 216
2019
Q3 		$26K Buy
1,064
+480
+82% +$11.1K ﹤0.01% 244
2019
Q2 		$14K Sell
584
-216
-27% -$5.2K ﹤0.01% 249
2019
Q1 		$19K Buy
800
+216
+37% +$4.83K ﹤0.01% 205
2018
Q4 		$12K Sell
584
-672
-54% -$14.4K ﹤0.01% 231
2018
Q3 		$30K Buy
1,256
+672
+115% +$15.6K 0.01% 177
2018
Q2 		$13K Sell
584
-400
-41% -$8.71K ﹤0.01% 304
2018
Q1 		$21K Buy
+984
New +$22.2K ﹤0.01% 267
2016
Q4 		– Sell
-280
Closed -$5K – 112
2016
Q3 		$5K Buy
+280
New +$4.25K ﹤0.01% 181
2016
Q1 		– Sell
-280
Closed -$4K – 260
2015
Q4 		$4K Hold
280
– – ﹤0.01% 239
2015
Q3 		$4K Hold
280
– – ﹤0.01% 277
2015
Q2 		$4K Hold
280
– – ﹤0.01% 228
2015
Q1 		$4K Hold
280
– – ﹤0.01% 253
2014
Q4 		$4K Buy
+280
New +$3.58K ﹤0.01% 257
2014
Q1 		– Sell
-400
Closed -$4K – 198
2013
Q4 		$4K Hold
400
– – ﹤0.01% 244
2013
Q3 		$4K Sell
400
-240
-38% -$2.34K ﹤0.01% 179
2013
Q2 		$6K Buy
+640
New +$6.13K 0.01% 159

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Lenox Wealth Advisors's APH Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Amphenol (APH) stake by 3.1% in Q1 2022, selling an estimated $1.08K and leaving 876 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Lenox Wealth Advisors first reported a position in APH in Q2 2013 and has held it in 26 quarters since. The position peaked at $73K in Q4 2020. 896 funds tracked by Wall St. Rank hold APH as of Q1 2022.

  • Lenox Wealth Advisors held 876 shares of Amphenol worth $32K as of Q1 2022.
  • Lenox Wealth Advisors sold 28 Amphenol shares in Q1 2022, an estimated $1.08K.
  • Amphenol made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #305 holding.
  • Lenox Wealth Advisors first reported a position in Amphenol in Q2 2013 and has held it in 26 quarters since.
  • Lenox Wealth Advisors's Amphenol position peaked at $73K in Q4 2020.
  • 896 funds tracked by Wall St. Rank held Amphenol as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.