Cary Street Partners Investment Advisory’s Amdocs DOX Stock Holding History

Cary Street Partners Investment Advisory’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	-627	Closed	-$53.4K	–	573
2024 Q4	$53.4K	Sell	627 -2,030	-76%	-$178K	0.04%	315
2024 Q3	$232K	Buy	2,657 +7	+0.3%	+$589	0.01%	681
2024 Q2	$209K	Buy	2,650 +28	+1%	+$2.3K	0.01%	703
2024 Q1	$237K	Hold	2,622	–	–	0.01%	622
2023 Q4	$230K	Sell	2,622 -6	-0.2%	-$500	0.01%	581
2023 Q3	$222K	Buy	2,628 +2,104	+402%	+$190K	0.01%	528
2023 Q2	$51.8K	Hold	524	–	–	﹤0.01%	807
2023 Q1	$50.3K	Hold	524	–	–	﹤0.01%	743
2022 Q4	$47.6K	Buy	+524	New	+$44.6K	﹤0.01%	759
2020 Q4	–	Sell	-25	Closed	-$1K	–	482
2020 Q3	$1K	Buy	+25	New	+$1.49K	﹤0.01%	943

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Cary Street Partners Investment Advisory's DOX Position: Q1 2025 in Review

Cary Street Partners Investment Advisory sold out of Amdocs (DOX) in Q1 2025, closing a stake of 627 shares — an estimated $53.4K sold.

Cary Street Partners Investment Advisory first reported a position in DOX in Q3 2020 and held it in 10 quarters. The position peaked at $237K in Q1 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

Cary Street Partners Investment Advisory reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 627 Amdocs shares in Q1 2025, an estimated $53.4K.
Cary Street Partners Investment Advisory first reported a position in Amdocs in Q3 2020 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Amdocs position peaked at $237K in Q1 2024.
512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2025, filed 9 May 2025.