Beacon Pointe Advisors’s Amdocs DOX Stock Holding History

Beacon Pointe 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 Q1	–	Sell	-2,281	Closed	-$200K	–	1363
2023 Q4	$200K	Buy	+2,281	New	+$190K	﹤0.01%	1235

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beacon Pointe Advisors's DOX Position: Q1 2024 in Review

Beacon Pointe Advisors sold out of Amdocs (DOX) in Q1 2024, closing a stake of 2,281 shares — an estimated $200K sold.

Beacon Pointe Advisors first reported a position in DOX in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

Beacon Pointe Advisors reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 2,281 Amdocs shares in Q1 2024, an estimated $200K.
Beacon Pointe Advisors first reported a position in Amdocs in Q4 2023 and held it in 1 quarter.
Beacon Pointe Advisors's Amdocs position peaked at $200K in Q4 2023.
511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Beacon Pointe Advisors's 13F filing for Q1 2024, filed 14 May 2024.