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Avior Wealth Management’s Amdocs DOX Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,143
Closed -$97.3K – 1165
2024
Q4 		$97.3K Hold
1,143
– – ﹤0.01% 909
2024
Q3 		$100K Sell
1,143
-200
-15% -$16.8K ﹤0.01% 889
2024
Q2 		$106K Sell
1,343
-401
-23% -$33K ﹤0.01% 845
2024
Q1 		$158K Buy
+1,744
New +$159K 0.01% 781
2023
Q3 		– Sell
-63
Closed -$6.23K – 1615
2023
Q2 		$6.23K Hold
63
– – ﹤0.01% 1123
2023
Q1 		$6.05K Buy
+63
New +$5.83K ﹤0.01% 1148
2022
Q2 		– Sell
-7,200
Closed -$591K – 1104
2022
Q1 		$591K Sell
7,200
-302
-4% -$23.7K 0.05% 257
2021
Q4 		$561K Hold
7,502
– – 0.05% 306
2021
Q3 		$567K Sell
7,502
-700
-9% -$54.2K 0.05% 285
2021
Q2 		$634K Sell
8,202
-398
-5% -$30.7K 0.06% 249
2021
Q1 		$603K Hold
8,600
– – 0.06% 262
2020
Q4 		$609K Buy
8,600
+1,036
+14% +$65K 0.08% 225
2020
Q3 		$433K Sell
7,564
-136
-2% -$8.13K 0.06% 266
2020
Q2 		$468K Sell
7,700
-2,450
-24% -$151K 0.07% 244
2020
Q1 		$557K Sell
10,150
-1,500
-13% -$101K 0.11% 182
2019
Q4 		$841K Hold
11,650
– – 0.13% 153
2019
Q3 		$770K Buy
11,650
+700
+6% +$45K 0.13% 154
2019
Q2 		$680K Buy
10,950
+1,300
+13% +$75.1K 0.12% 168
2019
Q1 		$522K Sell
9,650
-2,272
-19% -$128K 0.11% 191
2018
Q4 		$698K Hold
11,922
– – 0.17% 127
2018
Q3 		$787K Buy
11,922
+2,260
+23% +$149K 0.17% 121
2018
Q2 		$640K Buy
9,662
+1,073
+12% +$72.2K 0.14% 141
2018
Q1 		$573K Buy
8,589
+6,133
+250% +$413K 0.13% 152
2017
Q4 		$161K Buy
+2,456
New +$159K 0.04% 382

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Avior Wealth Management's DOX Position: Q1 2025 in Review

Avior Wealth Management sold out of Amdocs (DOX) in Q1 2025, closing a stake of 1,143 shares — an estimated $97.3K sold.

Avior Wealth Management first reported a position in DOX in Q4 2017 and held it in 24 quarters. The position peaked at $841K in Q4 2019. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Avior Wealth Management reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,143 Amdocs shares in Q1 2025, an estimated $97.3K.
  • Avior Wealth Management first reported a position in Amdocs in Q4 2017 and held it in 24 quarters.
  • Avior Wealth Management's Amdocs position peaked at $841K in Q4 2019.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.