BNC Wealth Management’s Amdocs DOX Stock Holding History

BNC Wealth Management’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
2020 Q4	–	Sell	-85	Closed	-$5K	–	200
2020 Q3	$5K	Buy	+85	New	+$5.08K	﹤0.01%	363

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BNC Wealth Management's DOX Position: Q4 2020 in Review

BNC Wealth Management sold out of Amdocs (DOX) in Q4 2020, closing a stake of 85 shares — an estimated $5K sold.

BNC Wealth Management first reported a position in DOX in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 419 funds tracked by Wall St. Rank hold DOX as of Q4 2020.

BNC Wealth Management reported no remaining Amdocs position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 85 Amdocs shares in Q4 2020, an estimated $5K.
BNC Wealth Management first reported a position in Amdocs in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Amdocs position peaked at $5K in Q3 2020.
419 funds tracked by Wall St. Rank held Amdocs as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.