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Stratos Wealth Partners’s Amdocs DOX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,007
Closed -$66K – 1215
2018
Q3 		$66K Buy
+1,007
New +$66.6K ﹤0.01% 1327
2018
Q2 		– Sell
-1,220
Closed -$81K – 1351
2018
Q1 		$81K Buy
1,220
+852
+232% +$57.3K ﹤0.01% 1310
2017
Q4 		$24K Buy
+368
New +$23.9K ﹤0.01% 1838

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Stratos Wealth Partners's DOX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Amdocs (DOX) in Q4 2018, closing a stake of 1,007 shares — an estimated $66K sold.

Stratos Wealth Partners first reported a position in DOX in Q4 2017 and held it in 3 quarters. The position peaked at $81K in Q1 2018. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,007 Amdocs shares in Q4 2018, an estimated $66K.
  • Stratos Wealth Partners first reported a position in Amdocs in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Amdocs position peaked at $81K in Q1 2018.
  • 377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.