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Avantax Planning Partners’s Amdocs DOX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,879
Closed -$124K – 506
2018
Q3 		$124K Buy
+1,879
New +$124K 0.01% 305
2018
Q2 		– Sell
-1,926
Closed -$129K – 539
2018
Q1 		$129K Buy
+1,926
New +$130K 0.01% 361

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Avantax Planning Partners's DOX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Amdocs (DOX) in Q4 2018, closing a stake of 1,879 shares — an estimated $124K sold.

Avantax Planning Partners first reported a position in DOX in Q1 2018 and held it in 2 quarters. The position peaked at $129K in Q1 2018. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,879 Amdocs shares in Q4 2018, an estimated $124K.
  • Avantax Planning Partners first reported a position in Amdocs in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Amdocs position peaked at $129K in Q1 2018.
  • 377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.