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PFG Private Wealth Management’s Amdocs DOX Stock Holding History

PFG Private 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
Q4 		– Sell
-44
Closed -$3K – 365
2022
Q3 		$3K Buy
+44
New +$3.73K ﹤0.01% 254

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

PFG Private Wealth Management's DOX Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Amdocs (DOX) in Q4 2022, closing a stake of 44 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in DOX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 44 Amdocs shares in Q4 2022, an estimated $3K.
  • PFG Private Wealth Management first reported a position in Amdocs in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Amdocs position peaked at $3K in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.