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Castleview Partners’s Amdocs DOX Stock Holding History

Castleview Partners’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
-159
Closed -$13.4K – 275
2024
Q4 		$13.4K Buy
159
+9
+6% +$790 0.01% 543
2024
Q3 		$13.1K Buy
150
+45
+43% +$3.79K 0.01% 516
2024
Q2 		$8.29K Buy
105
+42
+67% +$3.45K ﹤0.01% 551
2024
Q1 		$5.69K Buy
63
+31
+97% +$2.83K ﹤0.01% 612
2023
Q4 		$2.81K Buy
+32
New +$2.67K ﹤0.01% 673

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Castleview Partners's DOX Position: Q1 2025 in Review

Castleview Partners sold out of Amdocs (DOX) in Q1 2025, closing a stake of 159 shares — an estimated $13.4K sold.

Castleview Partners first reported a position in DOX in Q4 2023 and held it in 5 quarters. The position peaked at $13.4K in Q4 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Castleview Partners reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 159 Amdocs shares in Q1 2025, an estimated $13.4K.
  • Castleview Partners first reported a position in Amdocs in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Amdocs position peaked at $13.4K in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.