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Wealthcare Capital Management’s Amphenol APH Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-508
Closed -$17K – 114
2021
Q1 		$17K Buy
+508
New +$16.5K ﹤0.01% 228
2020
Q1 		– Sell
-92
Closed -$2K – 271
2019
Q4 		$2K Buy
+92
New +$2.35K ﹤0.01% 392

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Wealthcare Capital Management's APH Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Amphenol (APH) in Q2 2021, closing a stake of 508 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in APH in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 819 funds tracked by Wall St. Rank hold APH as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Amphenol position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 508 Amphenol shares in Q2 2021, an estimated $17K.
  • Wealthcare Capital Management first reported a position in Amphenol in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Amphenol position peaked at $17K in Q1 2021.
  • 819 funds tracked by Wall St. Rank held Amphenol as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.