YWP
DOX icon

YorkBridge Wealth Partners’s Amdocs DOX Stock Holding History

YorkBridge 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
-1,249
Closed -$82K – 743
2018
Q3 		$82K Hold
1,249
– – 0.04% 307
2018
Q2 		$83K Hold
1,249
– – 0.04% 312
2018
Q1 		$83K Hold
1,249
– – 0.04% 315
2017
Q4 		$81K Hold
1,249
– – 0.04% 318
2017
Q3 		$80K Hold
1,249
– – 0.04% 319
2017
Q2 		$80K Buy
+1,249
New +$78.8K 0.04% 311

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

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

YorkBridge Wealth Partners sold out of Amdocs (DOX) in Q4 2018, closing a stake of 1,249 shares — an estimated $82K sold.

YorkBridge Wealth Partners first reported a position in DOX in Q2 2017 and held it in 6 quarters. The position peaked at $83K in Q2 2018. 377 funds tracked by Wall St. Rank hold DOX as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Amdocs position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,249 Amdocs shares in Q4 2018, an estimated $82K.
  • YorkBridge Wealth Partners first reported a position in Amdocs in Q2 2017 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Amdocs position peaked at $83K in Q2 2018.
  • 377 funds tracked by Wall St. Rank held Amdocs as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.