Optimum Investment Advisors’s Amdocs DOX Stock Holding History

Optimum 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
2024 Q2	–	Sell	-1,000	Closed	-$90.4K	–	644
2024 Q1	$90.4K	Hold	1,000	–	–	0.04%	280
2023 Q4	$87.9K	Hold	1,000	–	–	0.04%	275
2023 Q3	$84.5K	Hold	1,000	–	–	0.04%	289
2023 Q2	$98.8K	Hold	1,000	–	–	0.05%	273
2023 Q1	$96K	Sell	1,000 -500	-33%	-$46.3K	0.05%	271
2022 Q4	$136K	Hold	1,500	–	–	0.07%	222
2022 Q3	$119K	Hold	1,500	–	–	0.06%	243
2022 Q2	$125K	Hold	1,500	–	–	0.06%	250
2022 Q1	$123K	Hold	1,500	–	–	0.05%	286
2021 Q4	$112K	Sell	1,500 -650	-30%	-$48.8K	0.04%	317
2021 Q3	$163K	Sell	2,150 -150	-7%	-$11.6K	0.07%	254
2021 Q2	$178K	Hold	2,300	–	–	0.06%	277
2021 Q1	$161K	Hold	2,300	–	–	0.05%	297
2020 Q4	$163K	Buy	2,300 +2,085	+970%	+$131K	0.05%	275
2020 Q3	$12K	Hold	215	–	–	﹤0.01%	670
2020 Q2	$13K	Buy	215 +144	+203%	+$8.89K	﹤0.01%	659
2020 Q1	$4K	Sell	71 -144	-67%	-$9.65K	﹤0.01%	767
2019 Q4	$16K	Hold	215	–	–	﹤0.01%	704
2019 Q3	$14K	Hold	215	–	–	﹤0.01%	731
2019 Q2	$13K	Hold	215	–	–	﹤0.01%	736
2019 Q1	$12K	Hold	215	–	–	﹤0.01%	771
2018 Q4	$13K	Hold	215	–	–	﹤0.01%	716
2018 Q3	$14K	Hold	215	–	–	﹤0.01%	789
2018 Q2	$14K	Hold	215	–	–	﹤0.01%	792
2018 Q1	$14K	Buy	+215	New	+$14.5K	﹤0.01%	765

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Optimum Investment Advisors's DOX Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Amdocs (DOX) in Q2 2024, closing a stake of 1,000 shares — an estimated $90.4K sold.

Optimum Investment Advisors first reported a position in DOX in Q1 2018 and held it in 25 quarters. The position peaked at $178K in Q2 2021. 502 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

Optimum Investment Advisors reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Amdocs shares in Q2 2024, an estimated $90.4K.
Optimum Investment Advisors first reported a position in Amdocs in Q1 2018 and held it in 25 quarters.
Optimum Investment Advisors's Amdocs position peaked at $178K in Q2 2021.
502 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.