WAM
DOX icon

Wealthspire Advisors (Maryland)’s Amdocs DOX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-52
Closed -$3K – 862
2019
Q1 		$3K Sell
52
-9
-15% -$506 ﹤0.01% 1990
2018
Q4 		$4K Sell
61
-23
-27% -$1.44K ﹤0.01% 1806
2018
Q3 		$6K Buy
84
+15
+22% +$992 ﹤0.01% 1722
2018
Q2 		$5K Sell
69
-10
-13% -$673 ﹤0.01% 1776
2018
Q1 		$5K Hold
79
– – ﹤0.01% 1800
2017
Q4 		$5K Buy
79
+19
+32% +$1.23K ﹤0.01% 1816
2017
Q3 		$4K Buy
60
+1
+2% +$65 ﹤0.01% 1839
2017
Q2 		$4K Buy
59
+7
+13% +$442 ﹤0.01% 1813
2017
Q1 		$3K Buy
52
+24
+86% +$1.44K ﹤0.01% 1617
2016
Q4 		$2K Sell
28
-129
-82% -$7.61K ﹤0.01% 1544
2016
Q3 		$9K Hold
157
– – ﹤0.01% 1267
2016
Q2 		$9K Buy
157
+30
+24% +$1.72K ﹤0.01% 1224
2016
Q1 		$8K Buy
127
+37
+41% +$2.07K ﹤0.01% 1228
2015
Q4 		$5K Buy
+90
New +$5.16K ﹤0.01% 1344

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return