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Lake Point Wealth Management’s Amdocs DOX Stock Holding History

Lake Point 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
2021
Q4 		– Sell
-121
Closed -$9K – 451
2021
Q3 		$9K Hold
121
– – ﹤0.01% 166
2021
Q2 		$9K Buy
+121
New +$9.34K ﹤0.01% 180

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

Lake Point Wealth Management's DOX Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Amdocs (DOX) in Q4 2021, closing a stake of 121 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in DOX in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Lake Point Wealth Management reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 121 Amdocs shares in Q4 2021, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Amdocs in Q2 2021 and held it in 2 quarters.
  • Lake Point Wealth Management's Amdocs position peaked at $9K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.