GW & Wade’s Amdocs DOX Stock Holding History

GW & Wade’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
2023 Q2	–	Sell	-3,425	Closed	-$329K	–	390
2023 Q1	$329K	Sell	3,425 -117	-3%	-$10.8K	0.01%	307
2022 Q4	$322K	Buy	+3,542	New	+$301K	0.01%	302

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

GW & Wade's DOX Position: Q2 2023 in Review

GW & Wade sold out of Amdocs (DOX) in Q2 2023, closing a stake of 3,425 shares — an estimated $329K sold.

GW & Wade first reported a position in DOX in Q4 2022 and held it in 2 quarters. The position peaked at $329K in Q1 2023. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

GW & Wade reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
GW & Wade sold 3,425 Amdocs shares in Q2 2023, an estimated $329K.
GW & Wade first reported a position in Amdocs in Q4 2022 and held it in 2 quarters.
GW & Wade's Amdocs position peaked at $329K in Q1 2023.
467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on GW & Wade's 13F filing for Q2 2023, filed 10 Aug 2023.