CPC
DOX icon

Consolidated Planning Corp’s Amdocs DOX Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-181
Closed -$14K – 164
2021
Q3 		$14K Buy
+181
New +$14K 0.01% 281

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Consolidated Planning Corp's DOX Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Amdocs (DOX) in Q4 2021, closing a stake of 181 shares — an estimated $14K sold.

Consolidated Planning Corp first reported a position in DOX in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 181 Amdocs shares in Q4 2021, an estimated $14K.
  • Consolidated Planning Corp first reported a position in Amdocs in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Amdocs position peaked at $14K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.