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TrinityPoint Wealth’s Amphenol APH Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.49M Buy
42,956
+21,518
+100% +$753K 0.21% 111
2024
Q3 		$698K Sell
21,438
-134
-0.6% -$4.34K 0.1% 191
2024
Q2 		$727K Buy
21,572
+40
+0.2% +$1.26K 0.11% 173
2024
Q1 		$621K Sell
21,532
-400
-2% -$10.5K 0.1% 177
2023
Q4 		$543K Buy
21,932
+4
+0% +$88 0.1% 184
2023
Q3 		$460K Hold
21,928
– – 0.09% 181
2023
Q2 		$466K Buy
21,928
+708
+3% +$13.8K 0.09% 182
2023
Q1 		$434K Sell
21,220
-1,736
-8% -$34.3K 0.09% 184
2022
Q4 		$437K Sell
22,956
-156
-0.7% -$2.95K 0.1% 184
2022
Q3 		$387K Sell
23,112
-332
-1% -$6.03K 0.09% 179
2022
Q2 		$377K Sell
23,444
-6,132
-21% -$107K 0.08% 193
2022
Q1 		$557K Buy
29,576
+60
+0.2% +$1.16K 0.1% 168
2021
Q4 		$645K Buy
29,516
+412
+1% +$8.34K 0.11% 150
2021
Q3 		$533K Buy
29,104
+15,712
+117% +$288K 0.1% 168
2021
Q2 		$229K Sell
13,392
-2,452
-15% -$41.4K 0.05% 242
2021
Q1 		$261K Sell
15,844
-332
-2% -$5.39K 0.06% 210
2020
Q4 		$263K Buy
16,176
+992
+7% +$15.2K 0.06% 202
2020
Q3 		$205K Buy
+15,184
New +$200K 0.06% 205

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TrinityPoint Wealth's APH Position: Q4 2024 in Review

TrinityPoint Wealth increased its Amphenol (APH) stake by 100% in Q4 2024, buying an estimated $753K and bringing the position to 42,956 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #111.

TrinityPoint Wealth first reported a position in APH in Q3 2020 and has held it in 18 quarters since. 1,405 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • TrinityPoint Wealth held 42,956 shares of Amphenol worth $1.49M as of Q4 2024.
  • TrinityPoint Wealth bought 21,518 Amphenol shares in Q4 2024, an estimated $753K.
  • Amphenol made up 0.21% of TrinityPoint Wealth's portfolio in Q4 2024, its #111 holding.
  • TrinityPoint Wealth first reported a position in Amphenol in Q3 2020 and has held it in 18 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.