Independent Solutions Wealth Management’s Amdocs DOX Stock Holding History

Independent Solutions 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
2023 Q3	–	Sell	-4,809	Closed	-$475K	–	206
2023 Q2	$475K	Sell	4,809 -789	-14%	-$74.2K	0.12%	133
2023 Q1	$538K	Sell	5,598 -128	-2%	-$11.8K	0.16%	116
2022 Q4	$520K	Sell	5,726 -74	-1%	-$6.29K	0.16%	120
2022 Q3	$461K	Sell	5,800 -204	-3%	-$17.3K	0.15%	121
2022 Q2	$500K	Buy	+6,004	New	+$495K	0.16%	117
2021 Q2	–	Sell	-3,262	Closed	-$229K	–	209
2021 Q1	$229K	Buy	3,262 +432	+15%	+$32.6K	0.06%	182
2020 Q4	$201K	Buy	+2,830	New	+$178K	0.06%	178

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Independent Solutions Wealth Management's DOX Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Amdocs (DOX) in Q3 2023, closing a stake of 4,809 shares — an estimated $475K sold.

Independent Solutions Wealth Management first reported a position in DOX in Q4 2020 and held it in 7 quarters. The position peaked at $538K in Q1 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

Independent Solutions Wealth Management reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,809 Amdocs shares in Q3 2023, an estimated $475K.
Independent Solutions Wealth Management first reported a position in Amdocs in Q4 2020 and held it in 7 quarters.
Independent Solutions Wealth Management's Amdocs position peaked at $538K in Q1 2023.
482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.