AF
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Allworth Financial’s Amdocs DOX Stock Holding History

Allworth Financial’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
2026
Q1 		$209K Buy
3,210
+647
+25% +$47.3K ﹤0.01% 1379
2025
Q4 		$206K Sell
2,563
-7
-0.3% -$563 ﹤0.01% 1327
2025
Q3 		$211K Buy
2,570
+218
+9% +$18.9K ﹤0.01% 1273
2025
Q2 		$215K Buy
2,352
+523
+29% +$46.8K ﹤0.01% 1150
2025
Q1 		$157K Buy
1,829
+213
+13% +$18.6K ﹤0.01% 1039
2024
Q4 		$138K Buy
1,616
+304
+23% +$26.7K ﹤0.01% 1116
2024
Q3 		$115K Sell
1,312
-58
-4% -$4.88K ﹤0.01% 1024
2024
Q2 		$113K Buy
1,370
+477
+53% +$39.2K ﹤0.01% 1026
2024
Q1 		$80.7K Buy
893
+12
+1% +$1.09K ﹤0.01% 1095
2023
Q4 		$77.4K Buy
881
+34
+4% +$2.83K ﹤0.01% 1038
2023
Q3 		$71.6K Buy
847
+842
+16,840% +$76K ﹤0.01% 998
2023
Q2 		$495 Sell
5
-11
-69% -$1.03K ﹤0.01% 2904
2023
Q1 		$1.54K Sell
16
-198
-93% -$18.3K ﹤0.01% 2517
2022
Q4 		$19.5K Buy
214
+212
+10,600% +$18K ﹤0.01% 1374
2022
Q3 		$0 Sell
2
-229
-99% -$19.4K ﹤0.01% 2761
2022
Q2 		$19K Buy
231
+226
+4,520% +$18.6K ﹤0.01% 1255
2022
Q1 		$0 Buy
+5
New +$392 ﹤0.01% 2174
2021
Q4 		– Sell
-78
Closed -$6K – 1973
2021
Q3 		$6K Buy
+78
New +$6.04K ﹤0.01% 1467

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return