JWM
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Janiczek Wealth Management’s Amdocs DOX Stock Holding History

Janiczek 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
Q2 		$201K Sell
2,539
-763
-23% -$62.7K 0.04% 180
2024
Q1 		$299K Buy
3,302
+396
+14% +$36.1K 0.06% 133
2023
Q4 		$256K Sell
2,906
-682
-19% -$56.8K 0.06% 126
2023
Q3 		$304K Buy
3,588
+227
+7% +$20.5K 0.08% 99
2023
Q2 		$333K Sell
3,361
-94
-3% -$8.84K 0.09% 80
2023
Q1 		$332K Sell
3,455
-120
-3% -$11.1K 0.09% 74
2022
Q4 		$321K Buy
3,575
+97
+3% +$8.25K 0.09% 79
2022
Q3 		$281K Buy
3,478
+1,046
+43% +$88.6K 0.09% 71
2022
Q2 		$212K Sell
2,432
-351
-13% -$28.9K 0.06% 94
2022
Q1 		$229K Buy
2,783
+568
+26% +$44.5K 0.06% 98
2021
Q4 		$166K Sell
2,215
-54
-2% -$4.05K 0.05% 128
2021
Q3 		$172K Buy
2,269
+341
+18% +$26.4K 0.06% 111
2021
Q2 		$149K Buy
1,928
+119
+7% +$9.19K 0.05% 111
2021
Q1 		$127K Buy
1,809
+403
+29% +$30.4K 0.05% 112
2020
Q4 		$100K Buy
1,406
+1,054
+299% +$66.2K 0.05% 111
2020
Q3 		$20K Buy
352
+335
+1,971% +$20K 0.01% 157
2020
Q2 		$1K Buy
+17
New +$1.05K ﹤0.01% 329

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Janiczek Wealth Management's DOX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Amdocs (DOX) stake by 23% in Q2 2024, selling an estimated $62.7K and leaving 2,539 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #180.

Janiczek Wealth Management first reported a position in DOX in Q2 2020 and has held it in 17 quarters since. The position peaked at $333K in Q2 2023. 502 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Janiczek Wealth Management held 2,539 shares of Amdocs worth $201K as of Q2 2024.
  • Janiczek Wealth Management sold 763 Amdocs shares in Q2 2024, an estimated $62.7K.
  • Amdocs made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #180 holding.
  • Janiczek Wealth Management first reported a position in Amdocs in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Amdocs position peaked at $333K in Q2 2023.
  • 502 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.