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Wagner Wealth Management (South Carolina)’s Amdocs DOX Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$2K Hold
36
– – ﹤0.01% 550
2018
Q2 		$2K Hold
36
– – ﹤0.01% 519
2018
Q1 		$2K Sell
36
-100
-74% -$6.73K ﹤0.01% 473
2017
Q4 		$13K Buy
+136
New +$8.83K 0.01% 361

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DOX Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Amdocs (DOX) position steady in Q3 2018 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Wagner Wealth Management (South Carolina) first reported a position in DOX in Q4 2017 and has held it in 4 quarters since. The position peaked at $13K in Q4 2017. 373 funds tracked by Wall St. Rank hold DOX as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 36 shares of Amdocs worth $2K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Amdocs share count unchanged in Q3 2018.
  • Amdocs made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #550 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Amdocs in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Amdocs position peaked at $13K in Q4 2017.
  • 373 funds tracked by Wall St. Rank held Amdocs as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.