BRWA
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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
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 -$10 – 916
2014
Q4 		$10 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

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BGC
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BlackRock
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Allspring Global Investments
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return