Ropes Wealth Advisors’s Amphenol APH Stock Holding History

Ropes 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
2021 Q1	–	Sell	-400	Closed	-$13K	–	284
2020 Q4	$13K	Hold	400	–	–	﹤0.01%	515
2020 Q3	$11K	Buy	+400	New	+$10.5K	﹤0.01%	501
2016 Q3	–	Sell	-236	Closed	-$3K	–	456
2016 Q2	$3K	Sell	236 -364	-61%	-$5.24K	﹤0.01%	431
2016 Q1	$9K	Buy	+600	New	+$7.79K	﹤0.01%	333

Other funds holding APH

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ropes Wealth Advisors's APH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Amphenol (APH) in Q1 2021, closing a stake of 400 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in APH in Q1 2016 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 809 funds tracked by Wall St. Rank hold APH as of Q1 2021.

Ropes Wealth Advisors reported no remaining Amphenol position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 400 Amphenol shares in Q1 2021, an estimated $13K.
Ropes Wealth Advisors first reported a position in Amphenol in Q1 2016 and held it in 4 quarters.
Ropes Wealth Advisors's Amphenol position peaked at $13K in Q4 2020.
809 funds tracked by Wall St. Rank held Amphenol as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.