Liberty Wealth Management’s Amdocs DOX Stock Holding History

Liberty 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
2021 Q2	–	Sell	-5	Closed	–	–	1087
2021 Q1	$0	Hold	5	–	–	﹤0.01%	955
2020 Q4	$0	Buy	+5	New	+$314	﹤0.01%	972

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's DOX Position: Q2 2021 in Review

Liberty Wealth Management sold out of Amdocs (DOX) in Q2 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in DOX in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 423 funds tracked by Wall St. Rank hold DOX as of Q2 2021.

Liberty Wealth Management reported no remaining Amdocs position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 5 Amdocs shares in Q2 2021.
Liberty Wealth Management first reported a position in Amdocs in Q4 2020 and held it in 2 quarters.
Liberty Wealth Management's Amdocs position peaked at $0 in Q1 2021.
423 funds tracked by Wall St. Rank held Amdocs as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.