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U.S. Capital Wealth Advisors’s Amdocs DOX Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q1 		– Sell
-2,415
Closed -$206K – 850
2024
Q4 		$206K Buy
+2,415
New +$212K 0.01% 770
2023
Q1 		– Sell
-514
Closed -$46.7K – 867
2022
Q4 		$46.7K Buy
+514
New +$43.7K ﹤0.01% 902

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

U.S. Capital Wealth Advisors's DOX Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Amdocs (DOX) in Q1 2025, closing a stake of 2,415 shares — an estimated $206K sold.

U.S. Capital Wealth Advisors first reported a position in DOX in Q4 2022 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,415 Amdocs shares in Q1 2025, an estimated $206K.
  • U.S. Capital Wealth Advisors first reported a position in Amdocs in Q4 2022 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Amdocs position peaked at $206K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.