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Sound Financial Strategies Group’s Amphenol APH Stock Holding History

Sound Financial Strategies Group’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
Q1 		– Sell
-36,264
Closed -$793K – 72
2021
Q4 		$793K Sell
36,264
-1,580
-4% -$32K 0.4% 27
2021
Q3 		$693K Buy
37,844
+1,072
+3% +$19.7K 0.35% 30
2021
Q2 		$629K Buy
+36,772
New +$621K 0.31% 44

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Financial Strategies Group's APH Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Amphenol (APH) in Q1 2022, closing a stake of 36,264 shares — an estimated $793K sold.

Sound Financial Strategies Group first reported a position in APH in Q2 2021 and held it in 3 quarters. The position peaked at $793K in Q4 2021. 896 funds tracked by Wall St. Rank hold APH as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Amphenol position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 36,264 Amphenol shares in Q1 2022, an estimated $793K.
  • Sound Financial Strategies Group first reported a position in Amphenol in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Amphenol position peaked at $793K in Q4 2021.
  • 896 funds tracked by Wall St. Rank held Amphenol as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.