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Sutton Wealth Advisors’s Amphenol APH Stock Holding History

Sutton 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
Q3 		$105K Buy
2,510
+96
+4% +$4.13K 0.05% 166
2023
Q2 		$103K Sell
2,414
-4
-0.2% -$155 0.05% 168
2023
Q1 		$98.8K Sell
2,418
-668
-22% -$26.4K 0.05% 158
2022
Q4 		$117K Buy
3,086
+162
+6% +$6.13K 0.04% 228
2022
Q3 		$97.9K Sell
2,924
-40
-1% -$1.45K 0.04% 250
2022
Q2 		$95.4K Buy
2,964
+154
+5% +$5.35K 0.04% 245
2022
Q1 		$106K Sell
2,810
-654
-19% -$25.3K 0.04% 240
2021
Q4 		$151K Hold
3,464
– – 0.05% 209
2021
Q3 		$127K Buy
3,464
+8
+0.2% +$294 0.05% 224
2021
Q2 		$118K Sell
3,456
-4
-0.1% -$135 0.04% 231
2021
Q1 		$114K Buy
3,460
+4
+0.1% +$130 0.04% 225
2020
Q4 		$113K Sell
3,456
-616
-15% -$18.9K 0.05% 214
2020
Q3 		$110K Hold
4,072
– – 0.05% 205
2020
Q2 		$97.5K Hold
4,072
– – 0.05% 211
2020
Q1 		$74.2K Buy
4,072
+108
+3% +$2.57K 0.05% 216
2019
Q4 		$107K Hold
3,964
– – 0.06% 209
2019
Q3 		$95.6K Hold
3,964
– – 0.05% 215
2019
Q2 		$95.1K Sell
3,964
-76
-2% -$1.83K 0.05% 217
2019
Q1 		$95.4K Buy
4,040
+76
+2% +$1.7K 0.06% 212
2018
Q4 		$80.3K Buy
3,964
+3,748
+1,735% +$80.5K 0.05% 219
2018
Q3 		$5.08K Hold
216
– – ﹤0.01% 895
2018
Q2 		$4.71K Hold
216
– – ﹤0.01% 923
2018
Q1 		$4.65K Hold
216
– – ﹤0.01% 925
2017
Q4 		$4.74K Hold
216
– – ﹤0.01% 898
2017
Q3 		$4.57K Hold
216
– – ﹤0.01% 886
2017
Q2 		$3.99K Hold
216
– – ﹤0.01% 904
2017
Q1 		$3.84K Hold
216
– – ﹤0.01% 877
2016
Q4 		$3.63K Hold
216
– – ﹤0.01% 878
2016
Q3 		$3.51K Hold
216
– – ﹤0.01% 876
2016
Q2 		$3.1K Hold
216
– – ﹤0.01% 857
2016
Q1 		$3.12K Buy
+216
New +$2.81K ﹤0.01% 838

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's APH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Amphenol (APH) stake by 4% in Q3 2023, buying an estimated $4.13K and bringing the position to 2,510 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #166.

Sutton Wealth Advisors first reported a position in APH in Q1 2016 and has held it in 31 quarters since. The position peaked at $151K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold APH as of Q3 2023.

  • Sutton Wealth Advisors held 2,510 shares of Amphenol worth $105K as of Q3 2023.
  • Sutton Wealth Advisors bought 96 Amphenol shares in Q3 2023, an estimated $4.13K.
  • Amphenol made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #166 holding.
  • Sutton Wealth Advisors first reported a position in Amphenol in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Amphenol position peaked at $151K in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.