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Pacific Capital Wealth Advisors’s Amphenol APH Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-112
Closed -$7.54K – 498
2024
Q2 		$7.54K Buy
+112
New +$7.07K ﹤0.01% 342

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's APH Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Amphenol (APH) in Q3 2024, closing a stake of 112 shares — an estimated $7.54K sold.

Pacific Capital Wealth Advisors first reported a position in APH in Q2 2024 and held it in 1 quarter. The position peaked at $7.54K in Q2 2024. 1,291 funds tracked by Wall St. Rank hold APH as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Amphenol position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 112 Amphenol shares in Q3 2024, an estimated $7.54K.
  • Pacific Capital Wealth Advisors first reported a position in Amphenol in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Amphenol position peaked at $7.54K in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held Amphenol as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.