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TriaGen Wealth Management’s Amdocs DOX Stock Holding History

TriaGen Wealth 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
2021
Q4 		– Sell
-17,127
Closed -$1.3M – 187
2021
Q3 		$1.3M Hold
17,127
– – 0.71% 55
2021
Q2 		$1.32M Sell
17,127
-294
-2% -$22.7K 0.68% 56
2021
Q1 		$1.22M Sell
17,421
-17,273
-50% -$1.3M 0.7% 49
2020
Q4 		$2.46M Buy
+34,694
New +$2.18M 1.44% 15

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

TriaGen Wealth Management's DOX Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Amdocs (DOX) in Q4 2021, closing a stake of 17,127 shares — an estimated $1.3M sold.

TriaGen Wealth Management first reported a position in DOX in Q4 2020 and held it in 4 quarters. The position peaked at $2.46M in Q4 2020. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 17,127 Amdocs shares in Q4 2021, an estimated $1.3M.
  • TriaGen Wealth Management first reported a position in Amdocs in Q4 2020 and held it in 4 quarters.
  • TriaGen Wealth Management's Amdocs position peaked at $2.46M in Q4 2020.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.