BerganKDV Wealth Management’s Amdocs DOX Stock Holding History

BerganKDV 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 Q2	–	Sell	-17	Closed	-$1.63K	–	918
2023 Q1	$1.63K	Hold	17	–	–	﹤0.01%	852
2022 Q4	$1.54K	Hold	17	–	–	﹤0.01%	830
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	873
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	888
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	912
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	970
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	951
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	897
2021 Q1	$1K	Sell	17 -10	-37%	-$755	﹤0.01%	843
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	763
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	691
2020 Q2	$2K	Sell	27 -13	-33%	-$803	﹤0.01%	741
2020 Q1	$2K	Buy	40 +10	+33%	+$670	﹤0.01%	727
2019 Q4	$2K	Buy	+30	New	+$2.04K	﹤0.01%	760

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BerganKDV Wealth Management's DOX Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Amdocs (DOX) in Q2 2023, closing a stake of 17 shares — an estimated $1.63K sold.

BerganKDV Wealth Management first reported a position in DOX in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q4 2020. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

BerganKDV Wealth Management reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 17 Amdocs shares in Q2 2023, an estimated $1.63K.
BerganKDV Wealth Management first reported a position in Amdocs in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Amdocs position peaked at $2K in Q4 2020.
467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.