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Phoenix Wealth Advisors’s Amphenol APH Stock Holding History

Phoenix 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
2023
Q4 		– Sell
-8,694
Closed -$365K – 112
2023
Q3 		$365K Sell
8,694
-62
-0.7% -$2.67K 0.21% 65
2023
Q2 		$372K Sell
8,756
-448
-5% -$17.4K 0.22% 64
2023
Q1 		$376K Sell
9,204
-472
-5% -$18.6K 0.23% 62
2022
Q4 		$368K Sell
9,676
-1,478
-13% -$55.9K 0.22% 61
2022
Q3 		$373K Sell
11,154
-530
-5% -$19.3K 0.37% 59
2022
Q2 		$376K Buy
+11,684
New +$406K 0.37% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Phoenix Wealth Advisors's APH Position: Q4 2023 in Review

Phoenix Wealth Advisors sold out of Amphenol (APH) in Q4 2023, closing a stake of 8,694 shares — an estimated $365K sold.

Phoenix Wealth Advisors first reported a position in APH in Q2 2022 and held it in 6 quarters. The position peaked at $376K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold APH as of Q4 2023.

  • Phoenix Wealth Advisors reported no remaining Amphenol position as of Q4 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 8,694 Amphenol shares in Q4 2023, an estimated $365K.
  • Phoenix Wealth Advisors first reported a position in Amphenol in Q2 2022 and held it in 6 quarters.
  • Phoenix Wealth Advisors's Amphenol position peaked at $376K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Amphenol as of Q4 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.