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	5,020 +192	+4%	+$4.13K	0.05%	166
2023 Q2	$103K	Sell	4,828 -8	-0.2%	-$155	0.05%	168
2023 Q1	$98.8K	Sell	4,836 -1,336	-22%	-$26.4K	0.05%	158
2022 Q4	$117K	Buy	6,172 +324	+6%	+$6.13K	0.04%	228
2022 Q3	$97.9K	Sell	5,848 -80	-1%	-$1.45K	0.04%	250
2022 Q2	$95.4K	Buy	5,928 +308	+5%	+$5.35K	0.04%	245
2022 Q1	$106K	Sell	5,620 -1,308	-19%	-$25.3K	0.04%	240
2021 Q4	$151K	Hold	6,928	–	–	0.05%	209
2021 Q3	$127K	Buy	6,928 +16	+0.2%	+$294	0.05%	224
2021 Q2	$118K	Sell	6,912 -8	-0.1%	-$135	0.04%	231
2021 Q1	$114K	Buy	6,920 +8	+0.1%	+$130	0.04%	225
2020 Q4	$113K	Sell	6,912 -1,232	-15%	-$18.9K	0.05%	214
2020 Q3	$110K	Hold	8,144	–	–	0.05%	205
2020 Q2	$97.5K	Hold	8,144	–	–	0.05%	211
2020 Q1	$74.2K	Buy	8,144 +216	+3%	+$2.57K	0.05%	216
2019 Q4	$107K	Hold	7,928	–	–	0.06%	209
2019 Q3	$95.6K	Hold	7,928	–	–	0.05%	215
2019 Q2	$95.1K	Sell	7,928 -152	-2%	-$1.83K	0.05%	217
2019 Q1	$95.4K	Buy	8,080 +152	+2%	+$1.7K	0.06%	212
2018 Q4	$80.3K	Buy	7,928 +7,496	+1,735%	+$80.5K	0.05%	219
2018 Q3	$5.08K	Hold	432	–	–	﹤0.01%	895
2018 Q2	$4.71K	Hold	432	–	–	﹤0.01%	923
2018 Q1	$4.65K	Hold	432	–	–	﹤0.01%	925
2017 Q4	$4.74K	Hold	432	–	–	﹤0.01%	898
2017 Q3	$4.57K	Hold	432	–	–	﹤0.01%	886
2017 Q2	$3.99K	Hold	432	–	–	﹤0.01%	904
2017 Q1	$3.84K	Hold	432	–	–	﹤0.01%	877
2016 Q4	$3.63K	Hold	432	–	–	﹤0.01%	878
2016 Q3	$3.51K	Hold	432	–	–	﹤0.01%	876
2016 Q2	$3.1K	Hold	432	–	–	﹤0.01%	857
2016 Q1	$3.12K	Buy	+432	New	+$2.8K	﹤0.01%	838

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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 5,020 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 5,020 shares of Amphenol worth $105K as of Q3 2023.
Sutton Wealth Advisors bought 192 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.