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Crewe Advisors’s Amdocs DOX Stock Holding History

Crewe Advisors’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
2023
Q1 		– Sell
-44
Closed -$4K – 873
2022
Q4 		$4K Sell
44
-108
-71% -$9.19K ﹤0.01% 716
2022
Q3 		$12K Buy
152
+36
+31% +$3.05K ﹤0.01% 604
2022
Q2 		$10K Buy
+116
New +$9.56K ﹤0.01% 592
2020
Q1 		– Sell
-47
Closed -$3K – 195
2019
Q4 		$3K Buy
+47
New +$3.2K ﹤0.01% 213

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Crewe Advisors's DOX Position: Q1 2023 in Review

Crewe Advisors sold out of Amdocs (DOX) in Q1 2023, closing a stake of 44 shares — an estimated $4K sold.

Crewe Advisors first reported a position in DOX in Q4 2019 and held it in 4 quarters. The position peaked at $12K in Q3 2022. 455 funds tracked by Wall St. Rank hold DOX as of Q1 2023.

  • Crewe Advisors reported no remaining Amdocs position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 44 Amdocs shares in Q1 2023, an estimated $4K.
  • Crewe Advisors first reported a position in Amdocs in Q4 2019 and held it in 4 quarters.
  • Crewe Advisors's Amdocs position peaked at $12K in Q3 2022.
  • 455 funds tracked by Wall St. Rank held Amdocs as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.