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Mount Yale Investment Advisors’s Amdocs DOX Stock Holding History

Mount Yale Investment Advisors’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 		– Sell
-4,201
Closed -$334K – 466
2022
Q3 		$334K Sell
4,201
-4,032
-49% -$342K 0.04% 323
2022
Q2 		$686K Buy
8,233
+95
+1% +$7.83K 0.09% 236
2022
Q1 		$669K Buy
8,138
+22
+0.3% +$1.72K 0.07% 261
2021
Q4 		$607K Buy
8,116
+8
+0.1% +$601 0.06% 265
2021
Q3 		$614K Sell
8,108
-7
-0.1% -$542 0.07% 248
2021
Q2 		$628K Sell
8,115
-114
-1% -$8.8K 0.08% 241
2021
Q1 		$577K Sell
8,229
-153
-2% -$11.6K 0.08% 242
2020
Q4 		$595K Buy
8,382
+151
+2% +$9.48K 0.08% 233
2020
Q3 		$473K Buy
8,231
+4,082
+98% +$244K 0.07% 248
2020
Q2 		$253K Buy
+4,149
New +$256K 0.05% 277
2019
Q2 		– Sell
-3,983
Closed -$216K – 325
2019
Q1 		$216K Sell
3,983
-2,786
-41% -$157K 0.04% 284
2018
Q4 		$376K Sell
6,769
-233
-3% -$14.6K 0.08% 228
2018
Q3 		$451K Sell
7,002
-444
-6% -$29.4K 0.08% 194
2018
Q2 		$493K Sell
7,446
-151
-2% -$10.2K 0.09% 175
2018
Q1 		$507K Buy
+7,597
New +$511K 0.11% 167

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

Mount Yale Investment Advisors's DOX Position: Q4 2022 in Review

Mount Yale Investment Advisors sold out of Amdocs (DOX) in Q4 2022, closing a stake of 4,201 shares — an estimated $334K sold.

Mount Yale Investment Advisors first reported a position in DOX in Q1 2018 and held it in 15 quarters. The position peaked at $686K in Q2 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • Mount Yale Investment Advisors reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,201 Amdocs shares in Q4 2022, an estimated $334K.
  • Mount Yale Investment Advisors first reported a position in Amdocs in Q1 2018 and held it in 15 quarters.
  • Mount Yale Investment Advisors's Amdocs position peaked at $686K in Q2 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.