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Capital Asset Advisory Services’s Amdocs DOX Stock Holding History

Capital Asset Advisory Services’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
2022
Q4 		– Sell
-3,524
Closed -$280K – 387
2022
Q3 		$280K Sell
3,524
-1,862
-35% -$158K 0.04% 253
2022
Q2 		$451K Sell
5,386
-112
-2% -$9.23K 0.05% 245
2022
Q1 		$454K Buy
+5,498
New +$431K 0.05% 270
2021
Q1 		– Sell
-289
Closed -$21K – 883
2020
Q4 		$21K Buy
+289
New +$18.1K ﹤0.01% 854

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Capital Asset Advisory Services's DOX Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Amdocs (DOX) in Q4 2022, closing a stake of 3,524 shares — an estimated $280K sold.

Capital Asset Advisory Services first reported a position in DOX in Q4 2020 and held it in 4 quarters. The position peaked at $454K in Q1 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 3,524 Amdocs shares in Q4 2022, an estimated $280K.
  • Capital Asset Advisory Services first reported a position in Amdocs in Q4 2020 and held it in 4 quarters.
  • Capital Asset Advisory Services's Amdocs position peaked at $454K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.