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Kore Private Wealth’s Amdocs DOX Stock Holding History

Kore Private 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
2020
Q3 		– Sell
-62
Closed -$3K – 485
2020
Q2 		$3K Buy
62
+21
+51% +$1.3K ﹤0.01% 985
2020
Q1 		$2K Buy
41
+1
+3% +$67 ﹤0.01% 913
2019
Q4 		$3K Buy
+40
New +$2.72K ﹤0.01% 901
2019
Q2 		– Sell
-108
Closed -$6K – 381
2019
Q1 		$6K Buy
108
+28
+35% +$1.57K ﹤0.01% 738
2018
Q4 		$5K Buy
+80
New +$5.01K ﹤0.01% 666

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kore Private Wealth's DOX Position: Q3 2020 in Review

Kore Private Wealth sold out of Amdocs (DOX) in Q3 2020, closing a stake of 62 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in DOX in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 395 funds tracked by Wall St. Rank hold DOX as of Q3 2020.

  • Kore Private Wealth reported no remaining Amdocs position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 62 Amdocs shares in Q3 2020, an estimated $3K.
  • Kore Private Wealth first reported a position in Amdocs in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Amdocs position peaked at $6K in Q1 2019.
  • 395 funds tracked by Wall St. Rank held Amdocs as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.