Evoke Wealth’s Amdocs DOX Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-59	Closed	-$4K	–	1178
2021 Q1	$4K	Buy	+59	New	+$4.46K	﹤0.01%	881
2020 Q4	–	Sell	-26	Closed	-$2K	–	1050
2020 Q3	$2K	Hold	26	–	–	﹤0.01%	836
2020 Q2	$2K	Buy	+26	New	+$1.61K	﹤0.01%	852
2019 Q4	–	Sell	-36	Closed	-$2.4K	–	1300
2019 Q3	$2.4K	Buy	+36	New	+$2.31K	﹤0.01%	1170

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Evoke Wealth's DOX Position: Q2 2021 in Review

Evoke Wealth sold out of Amdocs (DOX) in Q2 2021, closing a stake of 59 shares — an estimated $4K sold.

Evoke Wealth first reported a position in DOX in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 423 funds tracked by Wall St. Rank hold DOX as of Q2 2021.

Evoke Wealth reported no remaining Amdocs position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 59 Amdocs shares in Q2 2021, an estimated $4K.
Evoke Wealth first reported a position in Amdocs in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Amdocs position peaked at $4K in Q1 2021.
423 funds tracked by Wall St. Rank held Amdocs as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.