TCWP’s Amdocs DOX Stock Holding History

TCWP’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	-58,346	Closed	-$5.77M	–	122
2023 Q2	$5.77M	Buy	+58,346	New	+$5.49M	1.23%	25
2022 Q2	–	Sell	-77	Closed	-$6K	–	672
2022 Q1	$6K	Buy	+77	New	+$6.03K	﹤0.01%	1015

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCWP's DOX Position: Q3 2023 in Review

TCWP sold out of Amdocs (DOX) in Q3 2023, closing a stake of 58,346 shares — an estimated $5.77M sold.

TCWP first reported a position in DOX in Q1 2022 and held it in 2 quarters. The position peaked at $5.77M in Q2 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

TCWP reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
TCWP sold 58,346 Amdocs shares in Q3 2023, an estimated $5.77M.
TCWP first reported a position in Amdocs in Q1 2022 and held it in 2 quarters.
TCWP's Amdocs position peaked at $5.77M in Q2 2023.
482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.