Next Financial Group’s Amphenol APH Stock Holding History

Next Financial Group’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	$97K	Buy	2,218 +1,384	+166%	+$56K	0.01%	1179
2021 Q3	$31K	Sell	834 -2,516	-75%	-$92.4K	﹤0.01%	1618
2021 Q2	$115K	Buy	3,350 +3,070	+1,096%	+$104K	0.01%	1049
2021 Q1	$9K	Hold	280	–	–	﹤0.01%	1900
2020 Q4	$9K	Buy	280 +44	+19%	+$1.35K	﹤0.01%	1800
2020 Q3	$6K	Buy	+236	New	+$6.22K	﹤0.01%	1766
2020 Q1	–	Sell	-12	Closed	–	–	2111
2019 Q4	$0	Sell	12 -28	-70%	-$715	﹤0.01%	2341
2019 Q3	$1K	Buy	+40	New	+$922	﹤0.01%	2193

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Next Financial Group's APH Position: Q4 2021 in Review

Next Financial Group increased its Amphenol (APH) stake by 166% in Q4 2021, buying an estimated $56K and bringing the position to 2,218 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #1179.

Next Financial Group first reported a position in APH in Q3 2019 and has held it in 8 quarters since. The position peaked at $115K in Q2 2021. 891 funds tracked by Wall St. Rank hold APH as of Q4 2021.

Next Financial Group held 2,218 shares of Amphenol worth $97K as of Q4 2021.
Next Financial Group bought 1,384 Amphenol shares in Q4 2021, an estimated $56K.
Amphenol made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1179 holding.
Next Financial Group first reported a position in Amphenol in Q3 2019 and has held it in 8 quarters since.
Next Financial Group's Amphenol position peaked at $115K in Q2 2021.
891 funds tracked by Wall St. Rank held Amphenol as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.