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Baystate Wealth Management’s Amdocs DOX Stock Holding History

Baystate 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
2023
Q4 		$741 Hold
8
– – ﹤0.01% 1175
2023
Q3 		$708 Hold
8
– – ﹤0.01% 916
2023
Q2 		$825 Hold
8
– – ﹤0.01% 948
2023
Q1 		$797 Hold
8
– – ﹤0.01% 947
2022
Q4 		$1K Hold
8
– – ﹤0.01% 851
2022
Q3 		$1K Hold
8
– – ﹤0.01% 803
2022
Q2 		$1K Hold
8
– – ﹤0.01% 830
2022
Q1 		$1K Sell
8
-9
-53% -$705 ﹤0.01% 817
2021
Q4 		$1K Hold
17
– – ﹤0.01% 815
2021
Q3 		$1K Hold
17
– – ﹤0.01% 743
2021
Q2 		$1K Hold
17
– – ﹤0.01% 714
2021
Q1 		$1K Buy
+17
New +$1.28K ﹤0.01% 646

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Baystate Wealth Management's DOX Position: Q4 2023 in Review

Baystate Wealth Management held its Amdocs (DOX) position steady in Q4 2023 at 8 shares worth $741. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Baystate Wealth Management first reported a position in DOX in Q1 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2022. 509 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Baystate Wealth Management held 8 shares of Amdocs worth $741 as of Q4 2023.
  • Baystate Wealth Management left its Amdocs share count unchanged in Q4 2023.
  • Amdocs made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1175 holding.
  • Baystate Wealth Management first reported a position in Amdocs in Q1 2021 and has held it in 12 quarters since.
  • Baystate Wealth Management's Amdocs position peaked at $1K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.