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Wealthspire Advisors (Maryland)’s Amphenol APH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$416K Sell
30,704
-51,312
-63% -$676K 0.01% 304
2020
Q2 		$982K Buy
82,016
+9,592
+13% +$107K 0.07% 164
2020
Q1 		$660K Sell
72,424
-984
-1% -$11.7K 0.06% 200
2019
Q4 		$993K Buy
73,408
+3,936
+6% +$50.2K 0.07% 175
2019
Q3 		$838K Buy
69,472
+1,840
+3% +$21.2K 0.06% 168
2019
Q2 		$811K Buy
67,632
+3,456
+5% +$41.6K 0.06% 165
2019
Q1 		$758K Sell
64,176
-7,384
-10% -$82.5K 0.06% 174
2018
Q4 		$725K Sell
71,560
-744
-1% -$7.99K 0.06% 162
2018
Q3 		$850K Buy
72,304
+5,848
+9% +$68K 0.07% 163
2018
Q2 		$724K Sell
66,456
-4,248
-6% -$46.2K 0.07% 172
2018
Q1 		$761K Buy
70,704
+4,760
+7% +$53.6K 0.07% 169
2017
Q4 		$724K Buy
65,944
+3,456
+6% +$38K 0.07% 181
2017
Q3 		$661K Buy
62,488
+232
+0.4% +$2.28K 0.07% 185
2017
Q2 		$574K Buy
62,256
+3,944
+7% +$36K 0.07% 199
2017
Q1 		$519K Buy
58,312
+35,952
+161% +$311K 0.07% 174
2016
Q4 		$188K Buy
22,360
+56
+0.3% +$466 0.03% 392
2016
Q3 		$181K Sell
22,304
-56
-0.3% -$425 0.03% 407
2016
Q2 		$160K Sell
22,360
-552
-2% -$3.97K 0.03% 425
2016
Q1 		$166K Sell
22,912
-15,872
-41% -$103K 0.03% 402
2015
Q4 		$253K Buy
+38,784
New +$259K 0.05% 297

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Amphenol (APH) stake by 63% in Q3 2020, selling an estimated $676K and leaving 30,704 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #304.

Wealthspire Advisors (Maryland) first reported a position in APH in Q4 2015 and has held it in 20 quarters since. The position peaked at $993K in Q4 2019. 746 funds tracked by Wall St. Rank hold APH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 30,704 shares of Amphenol worth $416K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 51,312 Amphenol shares in Q3 2020, an estimated $676K.
  • Amphenol made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #304 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Amphenol in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Amphenol position peaked at $993K in Q4 2019.
  • 746 funds tracked by Wall St. Rank held Amphenol as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.