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Bartlett & Co Wealth Management’s Amdocs DOX Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-40
Closed -$3.04K – 520
2021
Q3 		$3.04K Buy
+40
New +$3.1K ﹤0.01% 824
2019
Q2 		– Sell
-21
Closed -$1.14K – 779
2019
Q1 		$1.14K Buy
+21
New +$1.18K ﹤0.01% 676

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bartlett & Co Wealth Management's DOX Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Amdocs (DOX) in Q4 2021, closing a stake of 40 shares — an estimated $3.04K sold.

Bartlett & Co Wealth Management first reported a position in DOX in Q1 2019 and held it in 2 quarters. The position peaked at $3.04K in Q3 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 40 Amdocs shares in Q4 2021, an estimated $3.04K.
  • Bartlett & Co Wealth Management first reported a position in Amdocs in Q1 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Amdocs position peaked at $3.04K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.