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Ironwood Financial’s Amdocs DOX Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-250
Closed -$19K – 227
2021
Q3 		$19K Hold
250
– – 0.01% 287
2021
Q2 		$19K Hold
250
– – 0.01% 281
2021
Q1 		$18K Hold
250
– – 0.01% 274
2020
Q4 		$18K Hold
250
– – 0.01% 264
2020
Q3 		$14K Hold
250
– – 0.01% 230
2020
Q2 		$15K Hold
250
– – 0.01% 214
2020
Q1 		$14K Hold
250
– – 0.01% 190
2019
Q4 		$18K Hold
250
– – 0.01% 216
2019
Q3 		$17K Hold
250
– – 0.01% 217
2019
Q2 		$16K Hold
250
– – 0.01% 227
2019
Q1 		$14K Hold
250
– – 0.01% 228
2018
Q4 		$15K Hold
250
– – 0.01% 207
2018
Q3 		$16K Buy
+250
New +$16.5K 0.01% 210

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ironwood Financial's DOX Position: Q4 2021 in Review

Ironwood Financial sold out of Amdocs (DOX) in Q4 2021, closing a stake of 250 shares — an estimated $19K sold.

Ironwood Financial first reported a position in DOX in Q3 2018 and held it in 13 quarters. The position peaked at $19K in Q3 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Ironwood Financial reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 250 Amdocs shares in Q4 2021, an estimated $19K.
  • Ironwood Financial first reported a position in Amdocs in Q3 2018 and held it in 13 quarters.
  • Ironwood Financial's Amdocs position peaked at $19K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.