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Capital A Wealth Management’s Amdocs DOX Stock Holding History

Capital A 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
2025
Q1 		– Sell
-5
Closed -$426 – 763
2024
Q4 		$426 Buy
+5
New +$439 ﹤0.01% 675

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Capital A Wealth Management's DOX Position: Q1 2025 in Review

Capital A Wealth Management sold out of Amdocs (DOX) in Q1 2025, closing a stake of 5 shares — an estimated $426 sold.

Capital A Wealth Management first reported a position in DOX in Q4 2024 and held it in 1 quarter. The position peaked at $426 in Q4 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Capital A Wealth Management reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 5 Amdocs shares in Q1 2025, an estimated $426.
  • Capital A Wealth Management first reported a position in Amdocs in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Amdocs position peaked at $426 in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.