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BDO Wealth Advisors’s Amdocs DOX Stock Holding History

BDO Wealth Advisors’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
2021
Q3 		– Sell
-44
Closed -$3K – 1064
2021
Q2 		$3K Hold
44
– – ﹤0.01% 938
2021
Q1 		$3K Hold
44
– – ﹤0.01% 925
2020
Q4 		$3K Hold
44
– – ﹤0.01% 702
2020
Q3 		$3K Buy
+44
New +$2.63K ﹤0.01% 620

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BDO Wealth Advisors's DOX Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Amdocs (DOX) in Q3 2021, closing a stake of 44 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in DOX in Q3 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 411 funds tracked by Wall St. Rank hold DOX as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Amdocs position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 44 Amdocs shares in Q3 2021, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Amdocs in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Amdocs position peaked at $3K in Q2 2021.
  • 411 funds tracked by Wall St. Rank held Amdocs as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.