TFO Wealth Partners’s Amdocs DOX Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-64	Closed	-$5K	–	231
2022 Q2	$5K	Buy	+64	New	+$5.28K	﹤0.01%	209

Other funds holding DOX

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

TFO Wealth Partners's DOX Position: Q3 2022 in Review

TFO Wealth Partners sold out of Amdocs (DOX) in Q3 2022, closing a stake of 64 shares — an estimated $5K sold.

TFO Wealth Partners first reported a position in DOX in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 450 funds tracked by Wall St. Rank hold DOX as of Q3 2022.

TFO Wealth Partners reported no remaining Amdocs position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 64 Amdocs shares in Q3 2022, an estimated $5K.
TFO Wealth Partners first reported a position in Amdocs in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's Amdocs position peaked at $5K in Q2 2022.
450 funds tracked by Wall St. Rank held Amdocs as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.