CFM Wealth Partners’s Amdocs DOX Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-895	Closed	-$54K	–	242
2020 Q2	$54K	Sell	895 -78	-8%	-$4.82K	0.02%	272
2020 Q1	$53K	Buy	+973	New	+$65.2K	0.02%	265

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's DOX Position: Q3 2020 in Review

CFM Wealth Partners sold out of Amdocs (DOX) in Q3 2020, closing a stake of 895 shares — an estimated $54K sold.

CFM Wealth Partners first reported a position in DOX in Q1 2020 and held it in 2 quarters. The position peaked at $54K in Q2 2020. 395 funds tracked by Wall St. Rank hold DOX as of Q3 2020.

CFM Wealth Partners reported no remaining Amdocs position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 895 Amdocs shares in Q3 2020, an estimated $54K.
CFM Wealth Partners first reported a position in Amdocs in Q1 2020 and held it in 2 quarters.
CFM Wealth Partners's Amdocs position peaked at $54K in Q2 2020.
395 funds tracked by Wall St. Rank held Amdocs as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.