RWB
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RMR Wealth Builders’s Amdocs DOX Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-802
Closed -$56K – 309
2021
Q1 		$56K Buy
802
+1
+0.1% +$76 0.01% 349
2020
Q4 		$57K Buy
+801
New +$50.3K 0.03% 244
2020
Q3 		– Sell
-686
Closed -$42K – 290
2020
Q2 		$42K Buy
+686
New +$42.4K 0.04% 243
2019
Q4 		$50K Buy
+686
New +$46.7K 0.05% 227

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
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
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

RMR Wealth Builders's DOX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Amdocs (DOX) in Q2 2021, closing a stake of 802 shares — an estimated $56K sold.

RMR Wealth Builders first reported a position in DOX in Q4 2019 and held it in 4 quarters. The position peaked at $57K in Q4 2020. 423 funds tracked by Wall St. Rank hold DOX as of Q2 2021.

  • RMR Wealth Builders reported no remaining Amdocs position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 802 Amdocs shares in Q2 2021, an estimated $56K.
  • RMR Wealth Builders first reported a position in Amdocs in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Amdocs position peaked at $57K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Amdocs as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.