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WESPAC Advisors SoCal’s Amphenol APH Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-9,780
Closed -$232K – 76
2020
Q2 		$232K Sell
9,780
-12,780
-57% -$285K 0.11% 70
2020
Q1 		$475K Buy
22,560
+1,132
+5% +$27K 0.26% 49
2019
Q4 		$580K Sell
21,428
-2,332
-10% -$59.5K 0.28% 54
2019
Q3 		$573K Sell
23,760
-3,740
-14% -$86.2K 0.28% 52
2019
Q2 		$659K Sell
27,500
-1,000
-4% -$24.1K 0.35% 49
2019
Q1 		$672K Sell
28,500
-2,400
-8% -$53.7K 0.37% 47
2018
Q4 		$625K Sell
30,900
-1,000
-3% -$21.5K 0.39% 40
2018
Q3 		$749K Buy
31,900
+2,200
+7% +$51.1K 0.38% 46
2018
Q2 		$647K Sell
29,700
-2,100
-7% -$45.7K 0.37% 47
2018
Q1 		$684K Buy
31,800
+2,100
+7% +$47.3K 0.4% 46
2017
Q4 		$651K Sell
29,700
-200
-0.7% -$4.4K 0.37% 48
2017
Q3 		$632K Sell
29,900
-1,200
-4% -$23.6K 0.38% 45
2017
Q2 		$573K Hold
31,100
– – 0.37% 47
2017
Q1 		$553K Buy
31,100
+2,960
+11% +$51.2K 0.34% 49
2016
Q4 		$473K Buy
28,140
+600
+2% +$9.99K 0.31% 50
2016
Q3 		$447K Hold
27,540
– – 0.3% 54
2016
Q2 		$395K Sell
27,540
-700
-2% -$10.1K 0.26% 60
2016
Q1 		$408K Buy
28,240
+4,940
+21% +$64.1K 0.3% 54
2015
Q4 		$304K Buy
+23,300
New +$311K 0.2% 69

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return