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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
-19,639
Closed -$1.32M – 122
2024
Q2 		$1.32M Sell
19,639
-28,971
-60% -$1.83M 0.3% 100
2024
Q1 		$2.81M Sell
48,610
-6,478
-12% -$339K 0.35% 82
2023
Q4 		$2.73M Buy
55,088
+1,560
+3% +$68.9K 0.38% 73
2023
Q3 		$2.25M Sell
53,528
-2,822
-5% -$121K 0.35% 71
2023
Q2 		$2.39M Buy
56,350
+6,384
+13% +$248K 0.32% 77
2023
Q1 		$2.04M Sell
49,966
-9,408
-16% -$372K 0.31% 78
2022
Q4 		$2.26M Buy
+59,374
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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 19,639 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. 1,291 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 19,639 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.
  • 1,291 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.