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Abound Wealth Management’s Amdocs DOX Stock Holding History

Abound Wealth Management’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
2024
Q1 		– Sell
-1
Closed -$66 – 1319
2023
Q4 		$66 Buy
+1
New +$83 ﹤0.01% 1299
2022
Q4 		– Sell
-74
Closed -$5.88K – 743
2022
Q3 		$5.88K Buy
+74
New +$6.27K ﹤0.01% 343

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's DOX Position: Q1 2024 in Review

Abound Wealth Management sold out of Amdocs (DOX) in Q1 2024, closing a stake of 1 share — an estimated $66 sold.

Abound Wealth Management first reported a position in DOX in Q3 2022 and held it in 2 quarters. The position peaked at $5.88K in Q3 2022. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

  • Abound Wealth Management reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Amdocs share in Q1 2024, an estimated $66.
  • Abound Wealth Management first reported a position in Amdocs in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Amdocs position peaked at $5.88K in Q3 2022.
  • 511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.