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Omnia Family Wealth’s Amdocs DOX Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-223
Closed -$12K – 213
2019
Q1 		$12K Sell
223
-2,075
-90% -$117K 0.01% 250
2018
Q4 		$135K Sell
2,298
-1,578
-41% -$98.9K 0.07% 104
2018
Q3 		$257K Sell
3,876
-192
-5% -$12.7K 0.12% 75
2018
Q2 		$270K Sell
4,068
-79
-2% -$5.32K 0.13% 72
2018
Q1 		$278K Hold
4,147
– – 0.13% 69
2017
Q4 		$272K Buy
4,147
+271
+7% +$17.6K 0.12% 70
2017
Q3 		$250K Sell
3,876
-46
-1% -$2.97K 0.12% 77
2017
Q2 		$254K Buy
3,922
+819
+26% +$51.7K 0.12% 72
2017
Q1 		$189K Sell
3,103
-368
-11% -$22.1K 0.09% 89
2016
Q4 		$203K Buy
+3,471
New +$205K 0.1% 86

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

Omnia Family Wealth's DOX Position: Q2 2019 in Review

Omnia Family Wealth sold out of Amdocs (DOX) in Q2 2019, closing a stake of 223 shares — an estimated $12K sold.

Omnia Family Wealth first reported a position in DOX in Q4 2016 and held it in 10 quarters. The position peaked at $278K in Q1 2018. 369 funds tracked by Wall St. Rank hold DOX as of Q2 2019.

  • Omnia Family Wealth reported no remaining Amdocs position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 223 Amdocs shares in Q2 2019, an estimated $12K.
  • Omnia Family Wealth first reported a position in Amdocs in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Amdocs position peaked at $278K in Q1 2018.
  • 369 funds tracked by Wall St. Rank held Amdocs as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.