BAAM
DOX icon

Baker Avenue Asset Management’s Amdocs DOX Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-28
Closed -$2.37K – 664
2023
Q3 		$2.37K Hold
28
– – ﹤0.01% 1095
2023
Q2 		$2.77K Sell
28
-9
-24% -$847 ﹤0.01% 926
2023
Q1 		$3.55K Buy
37
+9
+32% +$833 ﹤0.01% 901
2022
Q4 		$2.54K Buy
+28
New +$2.38K ﹤0.01% 894

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Baker Avenue Asset Management's DOX Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Amdocs (DOX) in Q4 2023, closing a stake of 28 shares — an estimated $2.37K sold.

Baker Avenue Asset Management first reported a position in DOX in Q4 2022 and held it in 4 quarters. The position peaked at $3.55K in Q1 2023. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 28 Amdocs shares in Q4 2023, an estimated $2.37K.
  • Baker Avenue Asset Management first reported a position in Amdocs in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Amdocs position peaked at $3.55K in Q1 2023.
  • 510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.