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WealthPLAN Partners’s Amphenol APH Stock Holding History

WealthPLAN Partners’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 		– Sell
-122
Closed -$5.18K – 353
2023
Q2 		$5.18K Sell
122
-30
-20% -$1.17K ﹤0.01% 903
2023
Q1 		$6.21K Buy
+152
New +$6K ﹤0.01% 960
2016
Q3 		$32.1K Sell
2,000
-2,000
-50% -$30.4K 0.01% 405
2016
Q2 		$28.7K Buy
+4,000
New +$57.5K ﹤0.01% 1192

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's APH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Amphenol (APH) in Q3 2023, closing a stake of 122 shares — an estimated $5.18K sold.

WealthPLAN Partners first reported a position in APH in Q2 2016 and held it in 4 quarters. The position peaked at $32.1K in Q3 2016. 1,008 funds tracked by Wall St. Rank hold APH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Amphenol position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 122 Amphenol shares in Q3 2023, an estimated $5.18K.
  • WealthPLAN Partners first reported a position in Amphenol in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Amphenol position peaked at $32.1K in Q3 2016.
  • 1,008 funds tracked by Wall St. Rank held Amphenol as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.