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OneAscent Wealth Management’s Amdocs DOX Stock Holding History

OneAscent 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
2022
Q1 		– Sell
-3,925
Closed -$294K – 221
2021
Q4 		$294K Buy
3,925
+247
+7% +$18.5K 0.73% 57
2021
Q3 		$278K Buy
+3,678
New +$285K 0.32% 71
2021
Q1 		$417K Buy
5,947
+95
+2% +$7.18K 0.18% 139
2020
Q4 		$417K Buy
+5,852
New +$367K 0.19% 120

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

OneAscent Wealth Management's DOX Position: Q1 2022 in Review

OneAscent Wealth Management sold out of Amdocs (DOX) in Q1 2022, closing a stake of 3,925 shares — an estimated $294K sold.

OneAscent Wealth Management first reported a position in DOX in Q4 2020 and held it in 4 quarters. The position peaked at $417K in Q1 2021. 433 funds tracked by Wall St. Rank hold DOX as of Q1 2022.

  • OneAscent Wealth Management reported no remaining Amdocs position as of Q1 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 3,925 Amdocs shares in Q1 2022, an estimated $294K.
  • OneAscent Wealth Management first reported a position in Amdocs in Q4 2020 and held it in 4 quarters.
  • OneAscent Wealth Management's Amdocs position peaked at $417K in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Amdocs as of Q1 2022.

Based on OneAscent Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.