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Advisor Group’s Amdocs DOX Stock Holding History

Advisor Group’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1M Sell
13,857
-2,402
-15% -$164K 0.01% 1188
2019
Q3 		$1.07M Buy
16,259
+1,141
+8% +$73.3K 0.01% 1099
2019
Q2 		$938K Buy
15,118
+1,333
+10% +$77K 0.01% 1152
2019
Q1 		$745K Sell
13,785
-998
-7% -$56.1K 0.01% 1315
2018
Q4 		$866K Buy
14,783
+1,442
+11% +$90.4K 0.01% 1024
2018
Q3 		$880K Buy
13,341
+2,247
+20% +$149K 0.01% 1075
2018
Q2 		$734K Sell
11,094
-922
-8% -$62K 0.01% 1050
2018
Q1 		$801K Sell
12,016
-1,915
-14% -$129K 0.01% 999
2017
Q4 		$913K Buy
13,931
+354
+3% +$23K 0.01% 940
2017
Q3 		$872K Buy
13,577
+5,972
+79% +$386K 0.01% 879
2017
Q2 		$489K Buy
7,605
+2,360
+45% +$149K 0.01% 1159
2017
Q1 		$320K Buy
5,245
+1,586
+43% +$95.3K 0.01% 1346
2016
Q4 		$213K Buy
3,659
+621
+20% +$36.6K ﹤0.01% 1498
2016
Q3 		$176K Sell
3,038
-2,529
-45% -$149K ﹤0.01% 1619
2016
Q2 		$320K Buy
+5,567
New +$319K 0.01% 1167

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Advisor Group's DOX Position: Q4 2019 in Review

Advisor Group reduced its Amdocs (DOX) stake by 15% in Q4 2019, selling an estimated $164K and leaving 13,857 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1188.

Advisor Group first reported a position in DOX in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2019. 406 funds tracked by Wall St. Rank hold DOX as of Q4 2019.

  • Advisor Group held 13,857 shares of Amdocs worth $1M as of Q4 2019.
  • Advisor Group sold 2,402 Amdocs shares in Q4 2019, an estimated $164K.
  • Amdocs made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1188 holding.
  • Advisor Group first reported a position in Amdocs in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Amdocs position peaked at $1.07M in Q3 2019.
  • 406 funds tracked by Wall St. Rank held Amdocs as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.