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	+11,096	New	+$210K	0.05%	245
2022 Q2	–	Sell	-11,096	Closed	-$209K	–	279
2022 Q1	$209K	Hold	11,096	–	–	0.05%	277
2021 Q4	$243K	Hold	11,096	–	–	0.05%	255
2021 Q3	$203K	Buy	+11,096	New	+$204K	0.05%	255
2019 Q3	–	Sell	-12,800	Closed	-$154K	–	194
2019 Q2	$154K	Hold	12,800	–	–	0.07%	219
2019 Q1	$151K	Hold	12,800	–	–	0.07%	205
2018 Q4	$130K	Hold	12,800	–	–	0.07%	208
2018 Q3	$151K	Hold	12,800	–	–	0.07%	208
2018 Q2	$139K	Hold	12,800	–	–	0.06%	230
2018 Q1	$138K	Hold	12,800	–	–	0.06%	227
2017 Q4	$141K	Hold	12,800	–	–	0.07%	222
2017 Q3	$135K	Hold	12,800	–	–	0.07%	221
2017 Q2	$117K	Hold	12,800	–	–	0.06%	240
2017 Q1	$114K	Buy	12,800 +9,600	+300%	+$83.1K	0.06%	237
2016 Q4	$27K	Buy	+3,200	New	+$26.6K	0.02%	428

Other funds holding APH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's APH Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Amphenol (APH) in Q4 2022: 11,096 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #245 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in APH as recently as Q1 2022.

YorkBridge Wealth Partners first reported a position in APH in Q4 2016 and has held it in 15 quarters since. The position peaked at $243K in Q4 2021. 949 funds tracked by Wall St. Rank hold APH as of Q4 2022.

YorkBridge Wealth Partners held 11,096 shares of Amphenol worth $211K as of Q4 2022.
Amphenol was a new YorkBridge Wealth Partners position in Q4 2022.
Amphenol made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #245 holding.
YorkBridge Wealth Partners first reported a position in Amphenol in Q4 2016 and has held it in 15 quarters since.
YorkBridge Wealth Partners's Amphenol position peaked at $243K in Q4 2021.
949 funds tracked by Wall St. Rank held Amphenol as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.