FWM
DOX icon

Focused Wealth Management’s Amdocs DOX Stock Holding History

Focused 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
Q2 		– Sell
-2,100
Closed -$115K – 768
2020
Q1 		$115K Sell
2,100
-500
-19% -$33.5K 0.03% 176
2019
Q4 		$188K Hold
2,600
– – 0.04% 161
2019
Q3 		$172K Hold
2,600
– – 0.05% 156
2019
Q2 		$161K Hold
2,600
– – 0.04% 169
2019
Q1 		$141K Buy
2,600
+50
+2% +$2.81K 0.04% 168
2018
Q4 		$149K Hold
2,550
– – 0.05% 167
2018
Q3 		$168K Hold
2,550
– – 0.06% 165
2018
Q2 		$169K Hold
2,550
– – 0.06% 174
2018
Q1 		$170K Buy
2,550
+150
+6% +$10.1K 0.05% 185
2017
Q4 		$157K Buy
+2,400
New +$156K 0.05% 185
2017
Q3 		– Sell
-2,400
Closed -$155K – 669
2017
Q2 		$155K Buy
+2,400
New +$151K 0.06% 176

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Focused Wealth Management's DOX Position: Q2 2020 in Review

Focused Wealth Management sold out of Amdocs (DOX) in Q2 2020, closing a stake of 2,100 shares — an estimated $115K sold.

Focused Wealth Management first reported a position in DOX in Q2 2017 and held it in 11 quarters. The position peaked at $188K in Q4 2019. 407 funds tracked by Wall St. Rank hold DOX as of Q2 2020.

  • Focused Wealth Management reported no remaining Amdocs position as of Q2 2020 after selling out during the quarter.
  • Focused Wealth Management sold 2,100 Amdocs shares in Q2 2020, an estimated $115K.
  • Focused Wealth Management first reported a position in Amdocs in Q2 2017 and held it in 11 quarters.
  • Focused Wealth Management's Amdocs position peaked at $188K in Q4 2019.
  • 407 funds tracked by Wall St. Rank held Amdocs as of Q2 2020.

Based on Focused Wealth Management's 13F filing for Q2 2020, filed 24 Jul 2020.