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Strategic Financial Concepts’s Amdocs DOX Stock Holding History

Strategic Financial Concepts’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
-2,649
Closed -$239K – 776
2024
Q1 		$239K Buy
+2,649
New +$241K 0.06% 263

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Strategic Financial Concepts's DOX Position: Q2 2024 in Review

Strategic Financial Concepts sold out of Amdocs (DOX) in Q2 2024, closing a stake of 2,649 shares — an estimated $239K sold.

Strategic Financial Concepts first reported a position in DOX in Q1 2024 and held it in 1 quarter. The position peaked at $239K in Q1 2024. 501 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Strategic Financial Concepts reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,649 Amdocs shares in Q2 2024, an estimated $239K.
  • Strategic Financial Concepts first reported a position in Amdocs in Q1 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Amdocs position peaked at $239K in Q1 2024.
  • 501 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Strategic Financial Concepts's 13F filing for Q2 2024, filed 6 Aug 2024.