Financial Gravity Asset Management’s Amdocs DOX Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-3	Closed	-$292	–	1506
2024 Q1	$292	Hold	3	–	–	﹤0.01%	911
2023 Q4	$282	Buy	+3	New	+$250	﹤0.01%	992
2019 Q4	$72K	Sell	62 -5	-7%	-$341	0.05%	461
2019 Q3	$4K	Buy	67 +5	+8%	+$321	﹤0.01%	731
2019 Q2	$4K	Buy	62 +14	+29%	+$809	﹤0.01%	723
2019 Q1	$3K	Buy	+48	New	+$2.7K	﹤0.01%	825
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	1111
2018 Q2	$1K	Sell	12 -12	-50%	-$807	﹤0.01%	1138
2018 Q1	$2K	Buy	+24	New	+$1.61K	﹤0.01%	935

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Financial Gravity Asset Management's DOX Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Amdocs (DOX) in Q2 2024, closing a stake of 3 shares — an estimated $292 sold.

Financial Gravity Asset Management first reported a position in DOX in Q1 2018 and held it in 9 quarters. The position peaked at $72K in Q4 2019. 502 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

Financial Gravity Asset Management reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Amdocs shares in Q2 2024, an estimated $292.
Financial Gravity Asset Management first reported a position in Amdocs in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Amdocs position peaked at $72K in Q4 2019.
502 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.