LWM
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Liberty Wealth Management’s Amphenol APH Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-234
Closed -$9K – 217
2021
Q3 		$9K Buy
234
+118
+102% +$4.33K ﹤0.01% 831
2021
Q2 		$4K Buy
116
+58
+100% +$1.96K ﹤0.01% 817
2021
Q1 		$3K Sell
58
-58
-50% -$1.88K ﹤0.01% 754
2020
Q4 		$3K Hold
116
– – ﹤0.01% 750
2020
Q3 		$3K Buy
+116
New +$3.06K ﹤0.01% 691
2019
Q3 		– Sell
-276
Closed -$7K – 860
2019
Q2 		$7K Buy
+276
New +$6.64K 0.01% 580

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's APH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Amphenol (APH) in Q4 2021, closing a stake of 234 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in APH in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 891 funds tracked by Wall St. Rank hold APH as of Q4 2021.

  • Liberty Wealth Management reported no remaining Amphenol position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 234 Amphenol shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Amphenol in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Amphenol position peaked at $9K in Q3 2021.
  • 891 funds tracked by Wall St. Rank held Amphenol as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.