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TD Ameritrade Investment Management’s Amdocs DOX Stock Holding History

TD Ameritrade Investment Management’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
2022
Q4 		– Sell
-246
Closed -$20K – 596
2022
Q3 		$20K Buy
+246
New +$20.8K ﹤0.01% 335
2021
Q4 		– Sell
-36
Closed -$2K – 641
2021
Q3 		$2K Buy
+36
New +$2.79K ﹤0.01% 575
2021
Q2 		– Sell
-36
Closed -$3K – 641
2021
Q1 		$3K Hold
36
– – ﹤0.01% 556
2020
Q4 		$3K Hold
36
– – ﹤0.01% 556
2020
Q3 		$2K Sell
36
-37
-51% -$2.21K ﹤0.01% 575
2020
Q2 		$4K Sell
73
-37
-34% -$2.29K ﹤0.01% 523
2020
Q1 		$6K Buy
110
+6
+6% +$402 ﹤0.01% 471
2019
Q4 		$8K Buy
104
+8
+8% +$545 ﹤0.01% 487
2019
Q3 		$6K Buy
96
+6
+7% +$386 ﹤0.01% 496
2019
Q2 		$6K Buy
90
+21
+30% +$1.21K ﹤0.01% 472
2019
Q1 		$4K Buy
69
+12
+21% +$675 ﹤0.01% 460
2018
Q4 		$3K Buy
57
+14
+33% +$878 ﹤0.01% 498
2018
Q3 		$3K Buy
43
+28
+187% +$1.85K ﹤0.01% 449
2018
Q2 		$1K Buy
+15
New +$1.01K ﹤0.01% 414

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

TD Ameritrade Investment Management's DOX Position: Q4 2022 in Review

TD Ameritrade Investment Management sold out of Amdocs (DOX) in Q4 2022, closing a stake of 246 shares — an estimated $20K sold.

TD Ameritrade Investment Management first reported a position in DOX in Q2 2018 and held it in 14 quarters. The position peaked at $20K in Q3 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • TD Ameritrade Investment Management reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 246 Amdocs shares in Q4 2022, an estimated $20K.
  • TD Ameritrade Investment Management first reported a position in Amdocs in Q2 2018 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Amdocs position peaked at $20K in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.