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Gradient Investments’s Amdocs DOX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-30
Closed -$2.64K – 1387
2023
Q4 		$2.64K Hold
30
– – ﹤0.01% 1154
2023
Q3 		$2.54K Sell
30
-13
-30% -$1.17K ﹤0.01% 1114
2023
Q2 		$4.25K Buy
43
+13
+43% +$1.22K ﹤0.01% 982
2023
Q1 		$2.88K Sell
30
-11
-27% -$1.02K ﹤0.01% 1055
2022
Q4 		$3.73K Buy
41
+11
+37% +$936 ﹤0.01% 983
2022
Q3 		$2K Hold
30
– – ﹤0.01% 1130
2022
Q2 		$2K Buy
+30
New +$2.47K ﹤0.01% 1036
2021
Q4 		– Sell
-159
Closed -$12K – 1253
2021
Q3 		$12K Buy
+159
New +$12.3K ﹤0.01% 739

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's DOX Position: Q1 2024 in Review

Gradient Investments sold out of Amdocs (DOX) in Q1 2024, closing a stake of 30 shares — an estimated $2.64K sold.

Gradient Investments first reported a position in DOX in Q3 2021 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 511 funds tracked by Wall St. Rank hold DOX as of Q1 2024.

  • Gradient Investments reported no remaining Amdocs position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 30 Amdocs shares in Q1 2024, an estimated $2.64K.
  • Gradient Investments first reported a position in Amdocs in Q3 2021 and held it in 8 quarters.
  • Gradient Investments's Amdocs position peaked at $12K in Q3 2021.
  • 511 funds tracked by Wall St. Rank held Amdocs as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.