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Carolinas Wealth Consulting’s Amdocs DOX Stock Holding History

Carolinas Wealth Consulting’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
-5
Closed -$448 – 1070
2023
Q4 		$448 Hold
5
– – ﹤0.01% 937
2023
Q3 		$406 Sell
5
-2
-29% -$181 ﹤0.01% 954
2023
Q2 		$693 Sell
7
-1
-13% -$94 ﹤0.01% 951
2023
Q1 		$772 Sell
8
-2
-20% -$185 ﹤0.01% 933
2022
Q4 		$913 Buy
+10
New +$851 ﹤0.01% 905
2022
Q1 		– Sell
-51
Closed -$4K – 930
2021
Q4 		$4K Hold
51
– – ﹤0.01% 727
2021
Q3 		$4K Hold
51
– – ﹤0.01% 692
2021
Q2 		$4K Hold
51
– – ﹤0.01% 719
2021
Q1 		$4K Buy
+51
New +$3.85K ﹤0.01% 729

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carolinas Wealth Consulting's DOX Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Amdocs (DOX) in Q1 2024, closing a stake of 5 shares — an estimated $448 sold.

Carolinas Wealth Consulting first reported a position in DOX in Q1 2021 and held it in 9 quarters. The position peaked at $4K in Q4 2021. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Amdocs shares in Q1 2024, an estimated $448.
  • Carolinas Wealth Consulting first reported a position in Amdocs in Q1 2021 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Amdocs position peaked at $4K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.