LFA
DOX icon

Legacy Financial Advisors’s Amdocs DOX Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-134
Closed -$7K – 323
2019
Q1 		$7K Hold
134
– – ﹤0.01% 686
2018
Q4 		$8K Hold
134
– – ﹤0.01% 616
2018
Q3 		$8K Hold
134
– – ﹤0.01% 575
2018
Q2 		$9K Hold
134
– – ﹤0.01% 542
2018
Q1 		$8K Hold
134
– – ﹤0.01% 527
2017
Q4 		$8K Buy
+134
New +$8.7K ﹤0.01% 527

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Financial Advisors's DOX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Amdocs (DOX) in Q2 2019, closing a stake of 134 shares — an estimated $7K sold.

Legacy Financial Advisors first reported a position in DOX in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2018. 369 funds tracked by Wall St. Rank hold DOX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Amdocs position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 134 Amdocs shares in Q2 2019, an estimated $7K.
  • Legacy Financial Advisors first reported a position in Amdocs in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Amdocs position peaked at $9K in Q2 2018.
  • 369 funds tracked by Wall St. Rank held Amdocs as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.