YWP
APH icon

YorkBridge Wealth Partners’s Amphenol APH Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$211K Buy
+5,548
New +$210K 0.05% 245
2022
Q2 		– Sell
-5,548
Closed -$209K – 279
2022
Q1 		$209K Hold
5,548
– – 0.05% 277
2021
Q4 		$243K Hold
5,548
– – 0.05% 255
2021
Q3 		$203K Buy
+5,548
New +$204K 0.05% 255
2019
Q3 		– Sell
-6,400
Closed -$154K – 194
2019
Q2 		$154K Hold
6,400
– – 0.07% 219
2019
Q1 		$151K Hold
6,400
– – 0.07% 205
2018
Q4 		$130K Hold
6,400
– – 0.07% 208
2018
Q3 		$151K Hold
6,400
– – 0.07% 208
2018
Q2 		$139K Hold
6,400
– – 0.06% 230
2018
Q1 		$138K Hold
6,400
– – 0.06% 227
2017
Q4 		$141K Hold
6,400
– – 0.07% 222
2017
Q3 		$135K Hold
6,400
– – 0.07% 221
2017
Q2 		$117K Hold
6,400
– – 0.06% 240
2017
Q1 		$114K Buy
6,400
+4,800
+300% +$83.1K 0.06% 237
2016
Q4 		$27K Buy
+1,600
New +$26.6K 0.02% 428

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return