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Arkadios Wealth Advisors’s Amdocs DOX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-196
Closed -$14K – 874
2021
Q3 		$14K Hold
196
– – ﹤0.01% 1339
2021
Q2 		$15K Hold
196
– – ﹤0.01% 1396
2021
Q1 		$13K Hold
196
– – ﹤0.01% 1099
2020
Q4 		$13K Sell
196
-6
-3% -$377 ﹤0.01% 885
2020
Q3 		$11.8K Buy
+202
New +$12.1K 0.01% 718

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Arkadios Wealth Advisors's DOX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Amdocs (DOX) in Q4 2021, closing a stake of 196 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in DOX in Q3 2020 and held it in 5 quarters. The position peaked at $15K in Q2 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 196 Amdocs shares in Q4 2021, an estimated $14K.
  • Arkadios Wealth Advisors first reported a position in Amdocs in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Amdocs position peaked at $15K in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.