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Foundations Investment Advisors’s Amdocs DOX Stock Holding History

Foundations Investment 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
2025
Q1 		– Sell
-2,783
Closed -$237K – 878
2024
Q4 		$237K Buy
2,783
+194
+7% +$17K ﹤0.01% 741
2024
Q3 		$226K Buy
+2,589
New +$218K ﹤0.01% 727

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Foundations Investment Advisors's DOX Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Amdocs (DOX) in Q1 2025, closing a stake of 2,783 shares — an estimated $237K sold.

Foundations Investment Advisors first reported a position in DOX in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Foundations Investment Advisors reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,783 Amdocs shares in Q1 2025, an estimated $237K.
  • Foundations Investment Advisors first reported a position in Amdocs in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Amdocs position peaked at $237K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.