EI
DOX icon

Ellevest Inc’s Amdocs DOX Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-117
Closed -$11.2K – 689
2023
Q1 		$11.2K Sell
117
-550
-82% -$50.9K ﹤0.01% 1009
2022
Q4 		$60.6K Buy
667
+87
+15% +$7.4K 0.01% 558
2022
Q3 		$46K Buy
580
+528
+1,015% +$44.7K ﹤0.01% 604
2022
Q2 		$4K Buy
52
+9
+21% +$742 ﹤0.01% 1048
2022
Q1 		$4K Sell
43
-72
-63% -$5.64K ﹤0.01% 1078
2021
Q4 		$9K Buy
+115
New +$8.63K ﹤0.01% 874
2020
Q1 		– Sell
-18
Closed -$1K – 1129
2019
Q4 		$1K Hold
18
– – ﹤0.01% 757
2019
Q3 		$1K Buy
+18
New +$1.16K ﹤0.01% 383
2019
Q2 		– Sell
-235
Closed -$13K – 402
2019
Q1 		$13K Hold
235
– – 0.01% 170
2018
Q4 		$14K Buy
+235
New +$14.7K 0.01% 358

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ellevest Inc's DOX Position: Q2 2023 in Review

Ellevest Inc sold out of Amdocs (DOX) in Q2 2023, closing a stake of 117 shares — an estimated $11.2K sold.

Ellevest Inc first reported a position in DOX in Q4 2018 and held it in 10 quarters. The position peaked at $60.6K in Q4 2022. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

  • Ellevest Inc reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 117 Amdocs shares in Q2 2023, an estimated $11.2K.
  • Ellevest Inc first reported a position in Amdocs in Q4 2018 and held it in 10 quarters.
  • Ellevest Inc's Amdocs position peaked at $60.6K in Q4 2022.
  • 467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.