Whalen Wealth Management’s Amphenol APH Stock Holding History

Whalen Wealth 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
2024 Q4	–	Sell	-7,426	Closed	-$484K	–	142
2024 Q3	$484K	Buy	+7,426	New	+$481K	0.34%	68

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's APH Position: Q4 2024 in Review

Whalen Wealth Management sold out of Amphenol (APH) in Q4 2024, closing a stake of 7,426 shares — an estimated $484K sold.

Whalen Wealth Management first reported a position in APH in Q3 2024 and held it in 1 quarter. The position peaked at $484K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

Whalen Wealth Management reported no remaining Amphenol position as of Q4 2024 after selling out during the quarter.
Whalen Wealth Management sold 7,426 Amphenol shares in Q4 2024, an estimated $484K.
Whalen Wealth Management first reported a position in Amphenol in Q3 2024 and held it in 1 quarter.
Whalen Wealth Management's Amphenol position peaked at $484K in Q3 2024.
1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.