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Second Half Financial Partners’s Amdocs DOX Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-28,614
Closed -$2.83M – 61
2023
Q2 		$2.83M Buy
+28,614
New +$2.69M 0.65% 49

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
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
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Second Half Financial Partners's DOX Position: Q3 2023 in Review

Second Half Financial Partners sold out of Amdocs (DOX) in Q3 2023, closing a stake of 28,614 shares — an estimated $2.83M sold.

Second Half Financial Partners first reported a position in DOX in Q2 2023 and held it in 1 quarter. The position peaked at $2.83M in Q2 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Second Half Financial Partners reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 28,614 Amdocs shares in Q3 2023, an estimated $2.83M.
  • Second Half Financial Partners first reported a position in Amdocs in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Amdocs position peaked at $2.83M in Q2 2023.
  • 482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.