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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
-19,560
Closed -$232K – 76
2020
Q2 		$232K Sell
19,560
-25,560
-57% -$285K 0.11% 70
2020
Q1 		$475K Buy
45,120
+2,264
+5% +$27K 0.26% 49
2019
Q4 		$580K Sell
42,856
-4,664
-10% -$59.5K 0.28% 54
2019
Q3 		$573K Sell
47,520
-7,480
-14% -$86.2K 0.28% 52
2019
Q2 		$659K Sell
55,000
-2,000
-4% -$24.1K 0.35% 49
2019
Q1 		$672K Sell
57,000
-4,800
-8% -$53.7K 0.37% 47
2018
Q4 		$625K Sell
61,800
-2,000
-3% -$21.5K 0.39% 40
2018
Q3 		$749K Buy
63,800
+4,400
+7% +$51.1K 0.38% 46
2018
Q2 		$647K Sell
59,400
-4,200
-7% -$45.7K 0.37% 47
2018
Q1 		$684K Buy
63,600
+4,200
+7% +$47.3K 0.4% 46
2017
Q4 		$651K Sell
59,400
-400
-0.7% -$4.4K 0.37% 48
2017
Q3 		$632K Sell
59,800
-2,400
-4% -$23.6K 0.38% 45
2017
Q2 		$573K Hold
62,200
– – 0.37% 47
2017
Q1 		$553K Buy
62,200
+5,920
+11% +$51.2K 0.34% 49
2016
Q4 		$473K Buy
56,280
+1,200
+2% +$9.99K 0.31% 50
2016
Q3 		$447K Hold
55,080
– – 0.3% 54
2016
Q2 		$395K Sell
55,080
-1,400
-2% -$10.1K 0.26% 60
2016
Q1 		$408K Buy
56,480
+9,880
+21% +$64.1K 0.3% 54
2015
Q4 		$304K Buy
+46,600
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 $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

WESPAC Advisors SoCal's APH Position: Q3 2020 in Review

WESPAC Advisors SoCal sold out of Amphenol (APH) in Q3 2020, closing a stake of 19,560 shares — an estimated $232K sold.

WESPAC Advisors SoCal first reported a position in APH in Q4 2015 and held it in 19 quarters. The position peaked at $749K in Q3 2018. 746 funds tracked by Wall St. Rank hold APH as of Q3 2020.

  • WESPAC Advisors SoCal reported no remaining Amphenol position as of Q3 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 19,560 Amphenol shares in Q3 2020, an estimated $232K.
  • WESPAC Advisors SoCal first reported a position in Amphenol in Q4 2015 and held it in 19 quarters.
  • WESPAC Advisors SoCal's Amphenol position peaked at $749K in Q3 2018.
  • 746 funds tracked by Wall St. Rank held Amphenol as of Q3 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2020, filed 23 Oct 2020.