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Sigma Planning Corp’s Amdocs DOX Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-3,308
Closed -$279K – 928
2023
Q3 		$279K Buy
3,308
+727
+28% +$65.7K 0.01% 948
2023
Q2 		$255K Hold
2,581
– – 0.01% 1000
2023
Q1 		$248K Hold
2,581
– – 0.01% 1081
2022
Q4 		$235K Sell
2,581
-5
-0.2% -$425 0.01% 1076
2022
Q3 		$205K Buy
+2,586
New +$219K 0.01% 1109
2020
Q1 		– Sell
-8,083
Closed -$584K – 961
2019
Q4 		$584K Buy
8,083
+3,024
+60% +$206K 0.02% 550
2019
Q3 		$335K Buy
+5,059
New +$325K 0.02% 720

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sigma Planning Corp's DOX Position: Q4 2023 in Review

Sigma Planning Corp sold out of Amdocs (DOX) in Q4 2023, closing a stake of 3,308 shares — an estimated $279K sold.

Sigma Planning Corp first reported a position in DOX in Q3 2019 and held it in 7 quarters. The position peaked at $584K in Q4 2019. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Sigma Planning Corp reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 3,308 Amdocs shares in Q4 2023, an estimated $279K.
  • Sigma Planning Corp first reported a position in Amdocs in Q3 2019 and held it in 7 quarters.
  • Sigma Planning Corp's Amdocs position peaked at $584K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.