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Kathmere Capital Management’s Amdocs DOX Stock Holding History

Kathmere Capital 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
Q2 		– Sell
-2,090
Closed -$201K – 242
2023
Q1 		$201K Buy
+2,090
New +$193K 0.03% 211

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Kathmere Capital Management's DOX Position: Q2 2023 in Review

Kathmere Capital Management sold out of Amdocs (DOX) in Q2 2023, closing a stake of 2,090 shares — an estimated $201K sold.

Kathmere Capital Management first reported a position in DOX in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

  • Kathmere Capital Management reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
  • Kathmere Capital Management sold 2,090 Amdocs shares in Q2 2023, an estimated $201K.
  • Kathmere Capital Management first reported a position in Amdocs in Q1 2023 and held it in 1 quarter.
  • Kathmere Capital Management's Amdocs position peaked at $201K in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on Kathmere Capital Management's 13F filing for Q2 2023, filed 11 Jul 2023.