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Next Financial Group’s Amdocs DOX Stock Holding History

Next Financial Group’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
Q2 		– Sell
-234
Closed -$13K – 904
2020
Q1 		$13K Buy
234
+184
+368% +$12.3K ﹤0.01% 1425
2019
Q4 		$4K Buy
+50
New +$3.4K ﹤0.01% 2007
2018
Q4 		– Sell
-10
Closed -$1K – 1981
2018
Q3 		$1K Buy
+10
New +$661 ﹤0.01% 1382
2017
Q4 		– Sell
-11
Closed -$1K – 524
2017
Q3 		$1K Buy
+11
New +$710 ﹤0.01% 1678
2016
Q4 		– Sell
-92
Closed -$5K – 2401
2016
Q3 		$5K Buy
+92
New +$5.42K ﹤0.01% 1917
2014
Q4 		– Sell
-92
Closed -$4K – 1983
2014
Q3 		$4K Buy
+92
New +$4.31K ﹤0.01% 2124

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Next Financial Group's DOX Position: Q2 2020 in Review

Next Financial Group sold out of Amdocs (DOX) in Q2 2020, closing a stake of 234 shares — an estimated $13K sold.

Next Financial Group first reported a position in DOX in Q3 2014 and held it in 6 quarters. The position peaked at $13K in Q1 2020. 407 funds tracked by Wall St. Rank hold DOX as of Q2 2020.

  • Next Financial Group reported no remaining Amdocs position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 234 Amdocs shares in Q2 2020, an estimated $13K.
  • Next Financial Group first reported a position in Amdocs in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's Amdocs position peaked at $13K in Q1 2020.
  • 407 funds tracked by Wall St. Rank held Amdocs as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.