TRUE Private Wealth Advisors’s Amdocs DOX Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-265	Closed	-$19K	–	713
2019 Q4	$19K	Buy	+265	New	+$18K	﹤0.01%	499
2018 Q4	–	Sell	-168	Closed	-$11.1K	–	411
2018 Q3	$11.1K	Buy	+168	New	+$11.1K	﹤0.01%	734

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TRUE Private Wealth Advisors's DOX Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Amdocs (DOX) in Q1 2020, closing a stake of 265 shares — an estimated $19K sold.

TRUE Private Wealth Advisors first reported a position in DOX in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 388 funds tracked by Wall St. Rank hold DOX as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Amdocs position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 265 Amdocs shares in Q1 2020, an estimated $19K.
TRUE Private Wealth Advisors first reported a position in Amdocs in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Amdocs position peaked at $19K in Q4 2019.
388 funds tracked by Wall St. Rank held Amdocs as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.