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Gilliland Jeter Wealth Management’s Amdocs DOX Stock Holding History

Gilliland Jeter 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 		– Sell
-64
Closed -$5.6K – 293
2024
Q3 		$5.6K Hold
64
– – ﹤0.01% 511
2024
Q2 		$5.05K Hold
64
– – ﹤0.01% 513
2024
Q1 		$5.78K Buy
+64
New +$5.83K ﹤0.01% 483

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

Gilliland Jeter Wealth Management's DOX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Amdocs (DOX) in Q4 2024, closing a stake of 64 shares — an estimated $5.6K sold.

Gilliland Jeter Wealth Management first reported a position in DOX in Q1 2024 and held it in 3 quarters. The position peaked at $5.78K in Q1 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 64 Amdocs shares in Q4 2024, an estimated $5.6K.
  • Gilliland Jeter Wealth Management first reported a position in Amdocs in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Amdocs position peaked at $5.78K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.