MWM
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MinichMacGregor Wealth Management’s Amphenol APH Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-430
Closed -$16.4K – 131
2022
Q4 		$16.4K Buy
+430
New +$16.3K 0.01% 352
2016
Q3 		– Sell
-548
Closed -$7K – 449
2016
Q2 		$7K Sell
548
-28
-5% -$403 0.01% 297
2016
Q1 		$8K Hold
576
– – 0.01% 270
2015
Q4 		$8K Buy
+576
New +$7.7K 0.01% 251

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
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
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 $20.5B AUM 26.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MinichMacGregor Wealth Management's APH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Amphenol (APH) in Q1 2023, closing a stake of 430 shares — an estimated $16.4K sold.

MinichMacGregor Wealth Management first reported a position in APH in Q4 2015 and held it in 4 quarters. The position peaked at $16.4K in Q4 2022. 977 funds tracked by Wall St. Rank hold APH as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Amphenol position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 430 Amphenol shares in Q1 2023, an estimated $16.4K.
  • MinichMacGregor Wealth Management first reported a position in Amphenol in Q4 2015 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's Amphenol position peaked at $16.4K in Q4 2022.
  • 977 funds tracked by Wall St. Rank held Amphenol as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.