Valeo Financial Advisors’s Amdocs DOX Stock Holding History

Valeo 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 Q2	–	Sell	-74	Closed	-$5K	–	844
2021 Q1	$5K	Buy	+74	New	+$5.59K	﹤0.01%	1548
2020 Q3	–	Sell	-583	Closed	-$34.8K	–	1728
2020 Q2	$35K	Hold	583	–	–	﹤0.01%	853
2020 Q1	$34K	Sell	583 -137	-19%	-$9.18K	﹤0.01%	724
2019 Q4	$52K	Sell	720 -136	-16%	-$9.26K	0.01%	626
2019 Q3	$57K	Hold	856	–	–	0.01%	557
2019 Q2	$53K	Hold	856	–	–	0.01%	575
2019 Q1	$46K	Sell	856 -16	-2%	-$899	0.01%	577
2018 Q4	$51K	Sell	872 -12	-1%	-$752	0.01%	509
2018 Q3	$56K	Hold	884	–	–	0.01%	526
2018 Q2	$57K	Hold	884	–	–	0.01%	515
2018 Q1	$59K	Buy	884 +820	+1,281%	+$55.2K	0.01%	463
2017 Q4	$4K	Buy	64 +3	+5%	+$195	﹤0.01%	1063
2017 Q3	$4K	Buy	+61	New	+$3.94K	﹤0.01%	908

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

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

Valeo Financial Advisors's DOX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Amdocs (DOX) in Q2 2021, closing a stake of 74 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in DOX in Q3 2017 and held it in 13 quarters. The position peaked at $59K in Q1 2018. 423 funds tracked by Wall St. Rank hold DOX as of Q2 2021.

Valeo Financial Advisors reported no remaining Amdocs position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 74 Amdocs shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in Amdocs in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Amdocs position peaked at $59K in Q1 2018.
423 funds tracked by Wall St. Rank held Amdocs as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.