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Regent Peak Wealth Advisors’s Amdocs DOX Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-17
Closed -$1K – 363
2020
Q4 		$1K Buy
+17
New +$1.07K ﹤0.01% 913

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Regent Peak Wealth Advisors's DOX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Amdocs (DOX) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in DOX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 439 funds tracked by Wall St. Rank hold DOX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Amdocs position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 17 Amdocs shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Amdocs in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Amdocs position peaked at $1K in Q4 2020.
  • 439 funds tracked by Wall St. Rank held Amdocs as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.