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Legacy Capital Wealth Partners’s Amdocs DOX Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-3,803
Closed -$349K – 319
2024
Q1 		$349K Buy
+3,803
New +$347K 0.25% 83

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Legacy Capital Wealth Partners's DOX Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Amdocs (DOX) in Q2 2024, closing a stake of 3,803 shares — an estimated $349K sold.

Legacy Capital Wealth Partners first reported a position in DOX in Q1 2024 and held it in 1 quarter. The position peaked at $349K in Q1 2024. 501 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 3,803 Amdocs shares in Q2 2024, an estimated $349K.
  • Legacy Capital Wealth Partners first reported a position in Amdocs in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Amdocs position peaked at $349K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.