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Selective Wealth Management’s Amphenol APH Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-1,200
Closed -$39K – 755
2022
Q2 		$39K Hold
1,200
– – 0.01% 356
2022
Q1 		$45K Hold
1,200
– – 0.02% 321
2021
Q4 		$52K Hold
1,200
– – 0.02% 268
2021
Q3 		$44K Hold
1,200
– – 0.02% 267
2021
Q2 		$41K Buy
+1,200
New +$40.5K 0.03% 205

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's APH Position: Q3 2022 in Review

Selective Wealth Management sold out of Amphenol (APH) in Q3 2022, closing a stake of 1,200 shares — an estimated $39K sold.

Selective Wealth Management first reported a position in APH in Q2 2021 and held it in 5 quarters. The position peaked at $52K in Q4 2021. 910 funds tracked by Wall St. Rank hold APH as of Q3 2022.

  • Selective Wealth Management reported no remaining Amphenol position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,200 Amphenol shares in Q3 2022, an estimated $39K.
  • Selective Wealth Management first reported a position in Amphenol in Q2 2021 and held it in 5 quarters.
  • Selective Wealth Management's Amphenol position peaked at $52K in Q4 2021.
  • 910 funds tracked by Wall St. Rank held Amphenol as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.