TCI Wealth Advisors’s Amdocs DOX Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-30	Closed	-$2.88K	–	761
2023 Q1	$2.88K	Hold	30	–	–	﹤0.01%	1868
2022 Q4	$2.73K	Hold	30	–	–	﹤0.01%	1897
2022 Q3	$2K	Buy	30 +8	+36%	+$678	﹤0.01%	1917
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1982
2022 Q1	$2K	Buy	+22	New	+$1.72K	﹤0.01%	1966
2020 Q3	–	Sell	-6	Closed	–	–	1559
2020 Q2	$0	Buy	+6	New	+$371	﹤0.01%	1503
2019 Q4	–	Sell	-42	Closed	-$3K	–	1566
2019 Q3	$3K	Buy	+42	New	+$2.7K	﹤0.01%	943
2016 Q2	–	Sell	-560	Closed	-$34K	–	1309
2016 Q1	$34K	Sell	560 -530	-49%	-$29.7K	0.02%	351
2015 Q4	$59K	Hold	1,090	–	–	0.03%	284
2015 Q3	$62K	Buy	1,090 +560	+106%	+$32K	0.04%	253
2015 Q2	$29K	Buy	+530	New	+$29.1K	0.02%	343

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

TCI Wealth Advisors's DOX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Amdocs (DOX) in Q2 2023, closing a stake of 30 shares — an estimated $2.88K sold.

TCI Wealth Advisors first reported a position in DOX in Q2 2015 and held it in 11 quarters. The position peaked at $62K in Q3 2015. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

TCI Wealth Advisors reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 30 Amdocs shares in Q2 2023, an estimated $2.88K.
TCI Wealth Advisors first reported a position in Amdocs in Q2 2015 and held it in 11 quarters.
TCI Wealth Advisors's Amdocs position peaked at $62K in Q3 2015.
467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.