EWM
DOX icon

Executive Wealth Management’s Amdocs DOX Stock Holding History

Executive Wealth Management’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
Q4 		$7.23M Buy
84,934
+828
+1% +$72.7K 0.57% 60
2024
Q3 		$7.36M Buy
84,106
+10,466
+14% +$881K 0.58% 56
2024
Q2 		$5.81M Buy
+73,640
New +$6.05M 1.07% 33

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Executive Wealth Management's DOX Position: Q4 2024 in Review

Executive Wealth Management increased its Amdocs (DOX) stake by 0.98% in Q4 2024, buying an estimated $72.7K and bringing the position to 84,934 shares worth $7.23M. The position accounts for 0.57% of the portfolio, ranked #60.

Executive Wealth Management first reported a position in DOX in Q2 2024 and has held it in 3 quarters since. The position peaked at $7.36M in Q3 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • Executive Wealth Management held 84,934 shares of Amdocs worth $7.23M as of Q4 2024.
  • Executive Wealth Management bought 828 Amdocs shares in Q4 2024, an estimated $72.7K.
  • Amdocs made up 0.57% of Executive Wealth Management's portfolio in Q4 2024, its #60 holding.
  • Executive Wealth Management first reported a position in Amdocs in Q2 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's Amdocs position peaked at $7.36M in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.