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Long Island Wealth Management’s Amphenol APH Stock Holding History

Long Island 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
2024
Q1 		– Sell
-68
Closed -$3K – 101
2023
Q4 		$3K Buy
+68
New +$3K ﹤0.01% 298

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Island Wealth Management's APH Position: Q1 2024 in Review

Long Island Wealth Management sold out of Amphenol (APH) in Q1 2024, closing a stake of 68 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in APH in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,156 funds tracked by Wall St. Rank hold APH as of Q1 2024.

  • Long Island Wealth Management reported no remaining Amphenol position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 68 Amphenol shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Amphenol in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Amphenol position peaked at $3K in Q4 2023.
  • 1,156 funds tracked by Wall St. Rank held Amphenol as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.