Reilly Financial Advisors’s Amdocs DOX Stock Holding History

Reilly Financial 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 Q3	–	Sell	-198	Closed	-$15K	–	952
2021 Q2	$15K	Hold	198	–	–	﹤0.01%	606
2021 Q1	$14K	Hold	198	–	–	﹤0.01%	617
2020 Q4	$14K	Hold	198	–	–	﹤0.01%	560
2020 Q3	$11K	Hold	198	–	–	﹤0.01%	550
2020 Q2	$12K	Hold	198	–	–	﹤0.01%	531
2020 Q1	$11K	Hold	198	–	–	﹤0.01%	537
2019 Q4	$14K	Hold	198	–	–	﹤0.01%	565
2019 Q3	$13K	Hold	198	–	–	﹤0.01%	587
2019 Q2	$12K	Hold	198	–	–	﹤0.01%	626
2019 Q1	$11K	Hold	198	–	–	﹤0.01%	656
2018 Q4	$12K	Hold	198	–	–	﹤0.01%	610
2018 Q3	$13K	Hold	198	–	–	﹤0.01%	638
2018 Q2	$13K	Hold	198	–	–	﹤0.01%	603
2018 Q1	$13K	Hold	198	–	–	﹤0.01%	586
2017 Q4	$13K	Hold	198	–	–	﹤0.01%	595
2017 Q3	$13K	Hold	198	–	–	﹤0.01%	582
2017 Q2	$13K	Hold	198	–	–	﹤0.01%	590
2017 Q1	$12K	Buy	+198	New	+$11.9K	﹤0.01%	574
2014 Q1	–	Sell	-124	Closed	-$5K	–	808
2013 Q4	$5K	Hold	124	–	–	﹤0.01%	671
2013 Q3	$5K	Hold	124	–	–	﹤0.01%	586
2013 Q2	$5K	Buy	+124	New	+$4.43K	﹤0.01%	617

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Reilly Financial Advisors's DOX Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Amdocs (DOX) in Q3 2021, closing a stake of 198 shares — an estimated $15K sold.

Reilly Financial Advisors first reported a position in DOX in Q2 2013 and held it in 21 quarters. The position peaked at $15K in Q2 2021. 412 funds tracked by Wall St. Rank hold DOX as of Q3 2021.

Reilly Financial Advisors reported no remaining Amdocs position as of Q3 2021 after selling out during the quarter.
Reilly Financial Advisors sold 198 Amdocs shares in Q3 2021, an estimated $15K.
Reilly Financial Advisors first reported a position in Amdocs in Q2 2013 and held it in 21 quarters.
Reilly Financial Advisors's Amdocs position peaked at $15K in Q2 2021.
412 funds tracked by Wall St. Rank held Amdocs as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.