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Baker Tilly Wealth Management’s Amdocs DOX Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-2,826
Closed -$255K – 315
2024
Q1 		$255K Sell
2,826
-19
-0.7% -$1.73K 0.05% 372
2023
Q4 		$250K Sell
2,845
-3
-0.1% -$250 0.04% 413
2023
Q3 		$241K Buy
2,848
+2
+0.1% +$181 0.04% 405
2023
Q2 		$281K Buy
2,846
+5
+0.2% +$470 0.03% 464
2023
Q1 		$273K Buy
2,841
+28
+1% +$2.59K 0.03% 468
2022
Q4 		$256K Buy
+2,813
New +$239K 0.03% 464

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
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

Baker Tilly Wealth Management's DOX Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Amdocs (DOX) in Q2 2024, closing a stake of 2,826 shares — an estimated $255K sold.

Baker Tilly Wealth Management first reported a position in DOX in Q4 2022 and held it in 6 quarters. The position peaked at $281K in Q2 2023. 502 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,826 Amdocs shares in Q2 2024, an estimated $255K.
  • Baker Tilly Wealth Management first reported a position in Amdocs in Q4 2022 and held it in 6 quarters.
  • Baker Tilly Wealth Management's Amdocs position peaked at $281K in Q2 2023.
  • 502 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.