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Heritage Wealth Advisors’s Amdocs DOX Stock Holding History

Heritage 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
2020
Q1 		– Sell
-22
Closed -$1.59K – 476
2019
Q4 		$1.59K Buy
+22
New +$1.5K ﹤0.01% 602
2019
Q2 		– Sell
-147
Closed -$7.95K – 459
2019
Q1 		$7.95K Hold
147
– – ﹤0.01% 371
2018
Q4 		$8K Hold
147
– – ﹤0.01% 321
2018
Q3 		$9K Buy
+147
New +$9.72K ﹤0.01% 306

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Wealth Advisors's DOX Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Amdocs (DOX) in Q1 2020, closing a stake of 22 shares — an estimated $1.59K sold.

Heritage Wealth Advisors first reported a position in DOX in Q3 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 388 funds tracked by Wall St. Rank hold DOX as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Amdocs position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 22 Amdocs shares in Q1 2020, an estimated $1.59K.
  • Heritage Wealth Advisors first reported a position in Amdocs in Q3 2018 and held it in 4 quarters.
  • Heritage Wealth Advisors's Amdocs position peaked at $9K in Q3 2018.
  • 388 funds tracked by Wall St. Rank held Amdocs as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.