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Opal Wealth Advisors’s Amdocs DOX Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-46
Closed -$3.63K – 457
2024
Q2 		$3.63K Buy
+46
New +$3.78K ﹤0.01% 858

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

Opal Wealth Advisors's DOX Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Amdocs (DOX) in Q3 2024, closing a stake of 46 shares — an estimated $3.63K sold.

Opal Wealth Advisors first reported a position in DOX in Q2 2024 and held it in 1 quarter. The position peaked at $3.63K in Q2 2024. 499 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 46 Amdocs shares in Q3 2024, an estimated $3.63K.
  • Opal Wealth Advisors first reported a position in Amdocs in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Amdocs position peaked at $3.63K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.