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Advisor Resource Council’s Amdocs DOX Stock Holding History

Advisor Resource Council’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
2023
Q3 		– Sell
-2,673
Closed -$264K – 162
2023
Q2 		$264K Sell
2,673
-6,269
-70% -$590K 0.12% 125
2023
Q1 		$854K Buy
8,942
+5,570
+165% +$515K 0.21% 123
2022
Q4 		$307K Buy
+3,372
New +$287K 0.15% 116

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisor Resource Council's DOX Position: Q3 2023 in Review

Advisor Resource Council sold out of Amdocs (DOX) in Q3 2023, closing a stake of 2,673 shares — an estimated $264K sold.

Advisor Resource Council first reported a position in DOX in Q4 2022 and held it in 3 quarters. The position peaked at $854K in Q1 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Advisor Resource Council reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
  • Advisor Resource Council sold 2,673 Amdocs shares in Q3 2023, an estimated $264K.
  • Advisor Resource Council first reported a position in Amdocs in Q4 2022 and held it in 3 quarters.
  • Advisor Resource Council's Amdocs position peaked at $854K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Advisor Resource Council's 13F filing for Q3 2023, filed 25 Oct 2023.