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Tilia Fiduciary Partners’s Amdocs DOX Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-139
Closed -$13.7K – 201
2023
Q2 		$13.7K Hold
139
– – 0.01% 344
2023
Q1 		$13.3K Hold
139
– – 0.01% 347
2022
Q4 		$12.6K Hold
139
– – 0.01% 342
2022
Q3 		$11K Hold
139
– – 0.01% 360
2022
Q2 		$11K Hold
139
– – 0.01% 375
2022
Q1 		$11K Hold
139
– – 0.01% 391
2021
Q4 		$10K Buy
+139
New +$10.4K 0.01% 408

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
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
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tilia Fiduciary Partners's DOX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Amdocs (DOX) in Q3 2023, closing a stake of 139 shares — an estimated $13.7K sold.

Tilia Fiduciary Partners first reported a position in DOX in Q4 2021 and held it in 7 quarters. The position peaked at $13.7K in Q2 2023. 483 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 139 Amdocs shares in Q3 2023, an estimated $13.7K.
  • Tilia Fiduciary Partners first reported a position in Amdocs in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Amdocs position peaked at $13.7K in Q2 2023.
  • 483 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.