SWS
APH icon

SYSTM Wealth Solutions’s Amphenol APH Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-39,278
Closed -$1.32M – 122
2024
Q2 		$1.32M Sell
39,278
-57,942
-60% -$1.83M 0.3% 100
2024
Q1 		$2.81M Sell
97,220
-12,956
-12% -$339K 0.35% 82
2023
Q4 		$2.73M Buy
110,176
+3,120
+3% +$68.9K 0.38% 73
2023
Q3 		$2.25M Sell
107,056
-5,644
-5% -$121K 0.35% 71
2023
Q2 		$2.39M Buy
112,700
+12,768
+13% +$248K 0.32% 77
2023
Q1 		$2.04M Sell
99,932
-18,816
-16% -$371K 0.31% 78
2022
Q4 		$2.26M Buy
+118,748
New +$2.25M 0.28% 98

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SYSTM Wealth Solutions's APH Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Amphenol (APH) in Q3 2024, closing a stake of 39,278 shares — an estimated $1.32M sold.

SYSTM Wealth Solutions first reported a position in APH in Q4 2022 and held it in 7 quarters. The position peaked at $2.81M in Q1 2024. 1,292 funds tracked by Wall St. Rank hold APH as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Amphenol position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 39,278 Amphenol shares in Q3 2024, an estimated $1.32M.
  • SYSTM Wealth Solutions first reported a position in Amphenol in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Amphenol position peaked at $2.81M in Q1 2024.
  • 1,292 funds tracked by Wall St. Rank held Amphenol as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.