BKM Wealth Management’s Amdocs DOX Stock Holding History

BKM 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
2024 Q1	–	Sell	-72	Closed	-$6.33K	–	281
2023 Q4	$6.33K	Buy	+72	New	+$6K	﹤0.01%	499

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

BKM Wealth Management's DOX Position: Q1 2024 in Review

BKM Wealth Management sold out of Amdocs (DOX) in Q1 2024, closing a stake of 72 shares — an estimated $6.33K sold.

BKM Wealth Management first reported a position in DOX in Q4 2023 and held it in 1 quarter. The position peaked at $6.33K in Q4 2023. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

BKM Wealth Management reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 72 Amdocs shares in Q1 2024, an estimated $6.33K.
BKM Wealth Management first reported a position in Amdocs in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Amdocs position peaked at $6.33K in Q4 2023.
511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.