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Toth Financial Advisory’s Amdocs DOX Stock Holding History

Toth Financial Advisory’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
Q4 		– Sell
-305
Closed -$25.8K – 745
2023
Q3 		$25.8K Hold
305
– – ﹤0.01% 338
2023
Q2 		$30.1K Hold
305
– – ﹤0.01% 329
2023
Q1 		$29.3K Hold
305
– – ﹤0.01% 336
2022
Q4 		$27.7K Sell
305
-8,380
-96% -$713K ﹤0.01% 347
2022
Q3 		$690K Buy
8,685
+2,600
+43% +$220K 0.12% 116
2022
Q2 		$507K Buy
+6,085
New +$502K 0.09% 131

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Toth Financial Advisory's DOX Position: Q4 2023 in Review

Toth Financial Advisory sold out of Amdocs (DOX) in Q4 2023, closing a stake of 305 shares — an estimated $25.8K sold.

Toth Financial Advisory first reported a position in DOX in Q2 2022 and held it in 6 quarters. The position peaked at $690K in Q3 2022. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Toth Financial Advisory reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 305 Amdocs shares in Q4 2023, an estimated $25.8K.
  • Toth Financial Advisory first reported a position in Amdocs in Q2 2022 and held it in 6 quarters.
  • Toth Financial Advisory's Amdocs position peaked at $690K in Q3 2022.
  • 510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.