Credential Qtrade Securities’s Amdocs DOX Stock Holding History

Credential Qtrade 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
2024 Q1	$319K	Buy	3,535 +17	+0.5%	+$1.55K	0.02%	221
2023 Q4	$309K	Sell	3,518 -107	-3%	-$8.91K	0.02%	201
2023 Q3	$306K	Sell	3,625 -137	-4%	-$12.4K	0.02%	200
2023 Q2	$372K	Sell	3,762 -459	-11%	-$43.2K	0.02%	196
2023 Q1	$405K	Sell	4,221 -36	-0.8%	-$3.33K	0.03%	197
2022 Q4	$387K	Sell	4,257 -144	-3%	-$12.2K	0.03%	204
2022 Q3	$350K	Sell	4,401 -2,038	-32%	-$173K	0.03%	190
2022 Q2	$536K	Buy	6,439 +346	+6%	+$28.5K	0.04%	171
2022 Q1	$501K	Buy	6,093 +473	+8%	+$37.1K	0.03%	185
2021 Q4	$421K	Buy	5,620 +2,057	+58%	+$154K	0.03%	199
2021 Q3	$270K	Buy	3,563 +4	+0.1%	+$310	0.02%	224
2021 Q2	$275K	Buy	3,559 +3,529	+11,763%	+$272K	0.02%	219
2021 Q1	$2.1K	Buy	+30	New	+$2.27K	﹤0.01%	341

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $13.6B AUM 17.82% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Credential Qtrade Securities's DOX Position: Q1 2024 in Review

Credential Qtrade Securities increased its Amdocs (DOX) stake by 0.48% in Q1 2024, buying an estimated $1.55K and bringing the position to 3,535 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #221.

Credential Qtrade Securities first reported a position in DOX in Q1 2021 and has held it in 13 quarters since. The position peaked at $536K in Q2 2022. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

Credential Qtrade Securities held 3,535 shares of Amdocs worth $319K as of Q1 2024.
Credential Qtrade Securities bought 17 Amdocs shares in Q1 2024, an estimated $1.55K.
Amdocs made up 0.02% of Credential Qtrade Securities's portfolio in Q1 2024, its #221 holding.
Credential Qtrade Securities first reported a position in Amdocs in Q1 2021 and has held it in 13 quarters since.
Credential Qtrade Securities's Amdocs position peaked at $536K in Q2 2022.
511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.