KF
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Krilogy Financial’s Amdocs DOX Stock Holding History

Krilogy Financial’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
-11,850
Closed -$721K – 239
2020
Q2 		$721K Buy
+11,850
New +$732K 0.11% 126
2018
Q4 		– Sell
-500
Closed -$33K – 267
2018
Q3 		$33K Buy
+500
New +$33.1K 0.01% 366
2018
Q2 		– Sell
-500
Closed -$33K – 277
2018
Q1 		$33K Hold
500
– – 0.01% 372
2017
Q4 		$33K Hold
500
– – 0.01% 366
2017
Q3 		$32K Hold
500
– – 0.01% 407
2017
Q2 		$32K Hold
500
– – 0.01% 377
2017
Q1 		$29K Hold
500
– – 0.01% 370
2016
Q4 		$29K Buy
+500
New +$29.5K 0.01% 370

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

Krilogy Financial's DOX Position: Q3 2020 in Review

Krilogy Financial sold out of Amdocs (DOX) in Q3 2020, closing a stake of 11,850 shares — an estimated $721K sold.

Krilogy Financial first reported a position in DOX in Q4 2016 and held it in 8 quarters. The position peaked at $721K in Q2 2020. 395 funds tracked by Wall St. Rank hold DOX as of Q3 2020.

  • Krilogy Financial reported no remaining Amdocs position as of Q3 2020 after selling out during the quarter.
  • Krilogy Financial sold 11,850 Amdocs shares in Q3 2020, an estimated $721K.
  • Krilogy Financial first reported a position in Amdocs in Q4 2016 and held it in 8 quarters.
  • Krilogy Financial's Amdocs position peaked at $721K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Amdocs as of Q3 2020.

Based on Krilogy Financial's 13F filing for Q3 2020, filed 13 Nov 2020.