RIA
APH icon

Realta Investment Advisors’s Amphenol APH Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-1,560
Closed -$39K – 354
2019
Q4 		$39K Sell
1,560
-2,432
-61% -$62.1K 0.01% 730
2019
Q3 		$97K Buy
3,992
+3,592
+898% +$82.8K 0.03% 506
2019
Q2 		$10K Sell
400
-280
-41% -$6.74K ﹤0.01% 1125
2019
Q1 		$16K Buy
+680
New +$15.2K 0.01% 804

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Realta Investment Advisors's APH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Amphenol (APH) in Q1 2020, closing a stake of 1,560 shares — an estimated $39K sold.

Realta Investment Advisors first reported a position in APH in Q1 2019 and held it in 4 quarters. The position peaked at $97K in Q3 2019. 685 funds tracked by Wall St. Rank hold APH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Amphenol position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,560 Amphenol shares in Q1 2020, an estimated $39K.
  • Realta Investment Advisors first reported a position in Amphenol in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Amphenol position peaked at $97K in Q3 2019.
  • 685 funds tracked by Wall St. Rank held Amphenol as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.