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Alterna Wealth Management’s Amdocs DOX Stock Holding History

Alterna 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
2023
Q1 		– Sell
-2,587
Closed -$235K – 113
2022
Q4 		$235K Hold
2,587
– – 0.26% 71
2022
Q3 		$206K Buy
+2,587
New +$219K 0.24% 73

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
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Alterna Wealth Management's DOX Position: Q1 2023 in Review

Alterna Wealth Management sold out of Amdocs (DOX) in Q1 2023, closing a stake of 2,587 shares — an estimated $235K sold.

Alterna Wealth Management first reported a position in DOX in Q3 2022 and held it in 2 quarters. The position peaked at $235K in Q4 2022. 455 funds tracked by Wall St. Rank hold DOX as of Q1 2023.

  • Alterna Wealth Management reported no remaining Amdocs position as of Q1 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,587 Amdocs shares in Q1 2023, an estimated $235K.
  • Alterna Wealth Management first reported a position in Amdocs in Q3 2022 and held it in 2 quarters.
  • Alterna Wealth Management's Amdocs position peaked at $235K in Q4 2022.
  • 455 funds tracked by Wall St. Rank held Amdocs as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.