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 $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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return