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SYSTM Wealth Solutions’s Amdocs DOX Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-171
Closed -$13.6K – 250
2024
Q2 		$13.6K Hold
171
– – ﹤0.01% 431
2024
Q1 		$15.5K Hold
171
– – ﹤0.01% 729
2023
Q4 		$15.1K Buy
+171
New +$14.2K ﹤0.01% 773

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

SYSTM Wealth Solutions's DOX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Amdocs (DOX) in Q3 2024, closing a stake of 171 shares — an estimated $13.6K sold.

SYSTM Wealth Solutions first reported a position in DOX in Q4 2023 and held it in 3 quarters. The position peaked at $15.5K in Q1 2024. 499 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 171 Amdocs shares in Q3 2024, an estimated $13.6K.
  • SYSTM Wealth Solutions first reported a position in Amdocs in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Amdocs position peaked at $15.5K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.