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Laurel Wealth Advisors (California)’s Amdocs DOX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$394K Sell
4,338
-315
-7% -$26.8K 0.04% 423
2022
Q3 		$370K Hold
4,653
– – 0.04% 416
2022
Q2 		$388K Sell
4,653
-649
-12% -$53.5K 0.04% 422
2022
Q1 		$436K Hold
5,302
– – 0.04% 452
2021
Q4 		$397K Buy
+5,302
New +$398K 0.03% 536

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DOX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Amdocs (DOX) stake by 6.8% in Q4 2022, selling an estimated $26.8K and leaving 4,338 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #423.

Laurel Wealth Advisors (California) first reported a position in DOX in Q4 2021 and has held it in 5 quarters since. The position peaked at $436K in Q1 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,338 shares of Amdocs worth $394K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 315 Amdocs shares in Q4 2022, an estimated $26.8K.
  • Amdocs made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #423 holding.
  • Laurel Wealth Advisors (California) first reported a position in Amdocs in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Amdocs position peaked at $436K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.