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Squar Milner Financial Services’s Amdocs DOX Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-325
Closed -$17K – 342
2020
Q1 		$17K Buy
325
+32
+11% +$2.15K 0.01% 492
2019
Q4 		$21K Buy
+293
New +$20K 0.01% 513
2019
Q3 		– Sell
-34
Closed -$2K – 343
2019
Q2 		$2K Buy
+34
New +$1.96K ﹤0.01% 732

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Squar Milner Financial Services's DOX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Amdocs (DOX) in Q2 2020, closing a stake of 325 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in DOX in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 408 funds tracked by Wall St. Rank hold DOX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Amdocs position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 325 Amdocs shares in Q2 2020, an estimated $17K.
  • Squar Milner Financial Services first reported a position in Amdocs in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Amdocs position peaked at $21K in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Amdocs as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.