VWA
DOX icon

V Wealth Advisors’s Amdocs DOX Stock Holding History

V 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
2022
Q2 		– Sell
-2,700
Closed -$222K – 420
2022
Q1 		$222K Sell
2,700
-550
-17% -$43.1K 0.04% 401
2021
Q4 		$243K Sell
3,250
-400
-11% -$30K 0.04% 394
2021
Q3 		$276K Sell
3,650
-396
-10% -$30.6K 0.04% 374
2021
Q2 		$314K Sell
4,046
-479
-11% -$37K 0.05% 358
2021
Q1 		$317K Sell
4,525
-725
-14% -$54.8K 0.06% 330
2020
Q4 		$372K Sell
5,250
-150
-3% -$9.42K 0.08% 265
2020
Q3 		$310K Buy
5,400
+475
+10% +$28.4K 0.21% 124
2020
Q2 		$300K Buy
+4,925
New +$304K 0.08% 270

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Allspring Global Investments
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

V Wealth Advisors's DOX Position: Q2 2022 in Review

V Wealth Advisors sold out of Amdocs (DOX) in Q2 2022, closing a stake of 2,700 shares — an estimated $222K sold.

V Wealth Advisors first reported a position in DOX in Q2 2020 and held it in 8 quarters. The position peaked at $372K in Q4 2020. 450 funds tracked by Wall St. Rank hold DOX as of Q2 2022.

  • V Wealth Advisors reported no remaining Amdocs position as of Q2 2022 after selling out during the quarter.
  • V Wealth Advisors sold 2,700 Amdocs shares in Q2 2022, an estimated $222K.
  • V Wealth Advisors first reported a position in Amdocs in Q2 2020 and held it in 8 quarters.
  • V Wealth Advisors's Amdocs position peaked at $372K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Amdocs as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.