BWA
DOX icon

Burt Wealth Advisors’s Amdocs DOX Stock Holding History

Burt 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
Q1 		– Sell
-67
Closed -$5K – 160
2020
Q4 		$5K Hold
67
– – ﹤0.01% 313
2020
Q3 		$4K Hold
67
– – ﹤0.01% 320
2020
Q2 		$4K Hold
67
– – ﹤0.01% 302
2020
Q1 		$4K Hold
67
– – ﹤0.01% 321
2019
Q4 		$5K Hold
67
– – ﹤0.01% 292
2019
Q3 		$4K Hold
67
– – ﹤0.01% 300
2019
Q2 		$4K Hold
67
– – ﹤0.01% 302
2019
Q1 		$4K Buy
+67
New +$3.77K ﹤0.01% 307
2016
Q1 		– Sell
-87
Closed -$4K – 683
2015
Q4 		$4K Buy
+87
New +$4.99K ﹤0.01% 397

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Burt Wealth Advisors's DOX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Amdocs (DOX) in Q1 2021, closing a stake of 67 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in DOX in Q4 2015 and held it in 9 quarters. The position peaked at $5K in Q4 2020. 440 funds tracked by Wall St. Rank hold DOX as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Amdocs position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 67 Amdocs shares in Q1 2021, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Amdocs in Q4 2015 and held it in 9 quarters.
  • Burt Wealth Advisors's Amdocs position peaked at $5K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held Amdocs as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.