CSat Investment Advisory’s Amdocs DOX Stock Holding History

CSat Investment Advisory’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	-425	Closed	-$24K	–	640
2020 Q3	$24K	Buy	425 +42	+11%	+$2.51K	﹤0.01%	815
2020 Q2	$23K	Buy	383 +71	+23%	+$4.38K	﹤0.01%	794
2020 Q1	$17K	Buy	312 +47	+18%	+$3.15K	﹤0.01%	755
2019 Q4	$19K	Buy	265 +38	+17%	+$2.59K	0.01%	796
2019 Q3	$15K	Buy	227 +24	+12%	+$1.54K	﹤0.01%	791
2019 Q2	$13K	Buy	+203	New	+$11.7K	﹤0.01%	795

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 $55.1B AUM 45.38% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $123B AUM 38.85% 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

CSat Investment Advisory's DOX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Amdocs (DOX) in Q4 2020, closing a stake of 425 shares — an estimated $24K sold.

CSat Investment Advisory first reported a position in DOX in Q2 2019 and held it in 6 quarters. The position peaked at $24K in Q3 2020. 420 funds tracked by Wall St. Rank hold DOX as of Q4 2020.

CSat Investment Advisory reported no remaining Amdocs position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 425 Amdocs shares in Q4 2020, an estimated $24K.
CSat Investment Advisory first reported a position in Amdocs in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Amdocs position peaked at $24K in Q3 2020.
420 funds tracked by Wall St. Rank held Amdocs as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.