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Delos Wealth Advisors’s Amdocs DOX Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-8
Closed -$704 – 378
2023
Q4 		$704 Hold
8
– – ﹤0.01% 222
2023
Q3 		$714 Hold
8
– – ﹤0.01% 248
2023
Q2 		$791 Hold
8
– – ﹤0.01% 237
2023
Q1 		$769 Hold
8
– – ﹤0.01% 247
2022
Q4 		$727 Hold
8
– – ﹤0.01% 259
2022
Q3 		$1K Buy
+8
New +$678 ﹤0.01% 229

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Delos Wealth Advisors's DOX Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Amdocs (DOX) in Q1 2024, closing a stake of 8 shares — an estimated $704 sold.

Delos Wealth Advisors first reported a position in DOX in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 8 Amdocs shares in Q1 2024, an estimated $704.
  • Delos Wealth Advisors first reported a position in Amdocs in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Amdocs position peaked at $1K in Q3 2022.
  • 511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.