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Concourse Financial Group Securities’s Amdocs DOX Stock Holding History

Concourse Financial Group Securities’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
-6,864
Closed -$588K – 535
2024
Q4 		$588K Sell
6,864
-204
-3% -$17.9K 0.03% 438
2024
Q3 		$622K Buy
7,068
+98
+1% +$8.25K 0.04% 410
2024
Q2 		$553K Sell
6,970
-449
-6% -$36.9K 0.03% 419
2024
Q1 		$674K Buy
7,419
+381
+5% +$34.7K 0.04% 386
2023
Q4 		$622K Buy
7,038
+905
+15% +$75.4K 0.04% 386
2023
Q3 		$521K Buy
6,133
+623
+11% +$56.3K 0.04% 405
2023
Q2 		$547K Buy
5,510
+702
+15% +$66K 0.04% 415
2023
Q1 		$464K Buy
4,808
+247
+5% +$22.9K 0.04% 446
2022
Q4 		$416K Buy
+4,561
New +$388K 0.03% 453
2022
Q3 		– Sell
-4,147
Closed -$351K – 2119
2022
Q2 		$347K Sell
4,147
-369
-8% -$30.4K 0.03% 478
2022
Q1 		$373K Sell
4,516
-1,228
-21% -$96.2K 0.03% 488
2021
Q4 		$432K Buy
5,744
+724
+14% +$54.4K 0.02% 517
2021
Q3 		$382K Buy
5,020
+800
+19% +$61.9K 0.02% 525
2021
Q2 		$328K Buy
4,220
+129
+3% +$9.96K 0.02% 562
2021
Q1 		$288K Buy
4,091
+481
+13% +$36.3K 0.02% 565
2020
Q4 		$257K Buy
3,610
+198
+6% +$12.4K 0.02% 545
2020
Q3 		$197K Buy
3,412
+289
+9% +$17.3K 0.02% 553
2020
Q2 		$191K Buy
3,123
+261
+9% +$16.1K 0.02% 530
2020
Q1 		$158K Buy
2,862
+869
+44% +$58.3K 0.02% 516
2019
Q4 		$144K Buy
1,993
+1,158
+139% +$78.9K 0.01% 596
2019
Q3 		$55K Buy
835
+164
+24% +$10.5K 0.01% 590
2019
Q2 		$42K Sell
671
-103
-13% -$5.95K ﹤0.01% 925
2019
Q1 		$41K Buy
774
+48
+7% +$2.7K ﹤0.01% 944
2018
Q4 		$42K Buy
726
+283
+64% +$17.7K 0.01% 872
2018
Q3 		$29K Buy
+443
New +$29.3K 0.01% 727

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Concourse Financial Group Securities's DOX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Amdocs (DOX) in Q1 2025, closing a stake of 6,864 shares — an estimated $588K sold.

Concourse Financial Group Securities first reported a position in DOX in Q3 2018 and held it in 25 quarters. The position peaked at $674K in Q1 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,864 Amdocs shares in Q1 2025, an estimated $588K.
  • Concourse Financial Group Securities first reported a position in Amdocs in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Amdocs position peaked at $674K in Q1 2024.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.