RIA
DOX icon

Realta Investment Advisors’s Amdocs DOX Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-178
Closed -$12K – 567
2019
Q4 		$12K Buy
178
+128
+256% +$8.72K ﹤0.01% 1078
2019
Q3 		$3K Hold
50
– – ﹤0.01% 1427
2019
Q2 		$3K Buy
50
+33
+194% +$1.91K ﹤0.01% 1476
2019
Q1 		$1K Buy
+17
New +$956 ﹤0.01% 1268

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Realta Investment Advisors's DOX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Amdocs (DOX) in Q1 2020, closing a stake of 178 shares — an estimated $12K sold.

Realta Investment Advisors first reported a position in DOX in Q1 2019 and held it in 4 quarters. The position peaked at $12K in Q4 2019. 388 funds tracked by Wall St. Rank hold DOX as of Q1 2020.

  • Realta Investment Advisors reported no remaining Amdocs position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 178 Amdocs shares in Q1 2020, an estimated $12K.
  • Realta Investment Advisors first reported a position in Amdocs in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Amdocs position peaked at $12K in Q4 2019.
  • 388 funds tracked by Wall St. Rank held Amdocs as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.