B. Riley Wealth Advisors’s Amdocs DOX Stock Holding History

B. Riley 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
2025 Q2	–	Sell	-2,216	Closed	-$203K	–	1121
2025 Q1	$203K	Buy	+2,216	New	+$193K	0.01%	1144
2024 Q4	–	Sell	-3,424	Closed	-$303K	–	1178
2024 Q3	$303K	Buy	3,424 +44	+1%	+$3.7K	0.01%	947
2024 Q2	$268K	Buy	+3,380	New	+$278K	0.01%	1085
2024 Q1	–	Sell	-2,766	Closed	-$244K	–	1461
2023 Q4	$244K	Buy	+2,766	New	+$230K	0.01%	1146
2023 Q3	–	Sell	-2,596	Closed	-$258K	–	1553
2023 Q2	$258K	Buy	+2,596	New	+$244K	0.01%	1207
2020 Q2	–	Sell	-4,285	Closed	-$237K	–	870
2020 Q1	$237K	Buy	+4,285	New	+$287K	0.02%	606
2019 Q4	–	Sell	-4,774	Closed	-$317K	–	857
2019 Q3	$317K	Buy	4,774 +435	+10%	+$28K	0.03%	573
2019 Q2	$270K	Buy	+4,339	New	+$251K	0.03%	609
2015 Q1	–	Sell	-211	Closed	-$10K	–	916
2014 Q4	$10K	Buy	+211	New	+$9.88K	﹤0.01%	2861
2014 Q3	–	Sell	-252	Closed	-$11.7K	–	940
2014 Q2	$11.7K	Buy	+252	New	+$11.9K	﹤0.01%	1718

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

B. Riley Wealth Advisors's DOX Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Amdocs (DOX) in Q2 2025, closing a stake of 2,216 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in DOX in Q2 2014 and held it in 10 quarters. The position peaked at $317K in Q3 2019. 541 funds tracked by Wall St. Rank hold DOX as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Amdocs position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,216 Amdocs shares in Q2 2025, an estimated $203K.
B. Riley Wealth Advisors first reported a position in Amdocs in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Amdocs position peaked at $317K in Q3 2019.
541 funds tracked by Wall St. Rank held Amdocs as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.