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First Affirmative Financial Network’s Amdocs DOX Stock Holding History

First Affirmative Financial Network’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 		– Sell
-2,843
Closed -$249K – 280
2024
Q3 		$249K Sell
2,843
-432
-13% -$36.4K 0.14% 209
2024
Q2 		$258K Buy
3,275
+190
+6% +$15.6K 0.18% 175
2024
Q1 		$279K Buy
3,085
+157
+5% +$14.3K 0.21% 169
2023
Q4 		$257K Buy
2,928
+263
+10% +$21.9K 0.21% 172
2023
Q3 		$225K Buy
2,665
+628
+31% +$56.7K 0.22% 161
2023
Q2 		$201K Buy
+2,037
New +$192K 0.2% 170

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Affirmative Financial Network's DOX Position: Q4 2024 in Review

First Affirmative Financial Network sold out of Amdocs (DOX) in Q4 2024, closing a stake of 2,843 shares — an estimated $249K sold.

First Affirmative Financial Network first reported a position in DOX in Q2 2023 and held it in 6 quarters. The position peaked at $279K in Q1 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • First Affirmative Financial Network reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
  • First Affirmative Financial Network sold 2,843 Amdocs shares in Q4 2024, an estimated $249K.
  • First Affirmative Financial Network first reported a position in Amdocs in Q2 2023 and held it in 6 quarters.
  • First Affirmative Financial Network's Amdocs position peaked at $279K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on First Affirmative Financial Network's 13F filing for Q4 2024, filed 23 Jan 2025.