Bison Wealth’s Amdocs DOX Stock Holding History

Bison Wealth’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 Q3	–	Sell	-2,777	Closed	-$275K	–	397
2023 Q2	$275K	Buy	+2,777	New	+$261K	0.05%	307

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Bison Wealth's DOX Position: Q3 2023 in Review

Bison Wealth sold out of Amdocs (DOX) in Q3 2023, closing a stake of 2,777 shares — an estimated $275K sold.

Bison Wealth first reported a position in DOX in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

Bison Wealth reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
Bison Wealth sold 2,777 Amdocs shares in Q3 2023, an estimated $275K.
Bison Wealth first reported a position in Amdocs in Q2 2023 and held it in 1 quarter.
Bison Wealth's Amdocs position peaked at $275K in Q2 2023.
482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Bison Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.