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VisionPoint Advisory Group’s Amdocs DOX Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-557
Closed -$44K – 379
2024
Q2 		$44K Sell
557
-28
-5% -$2.3K 0.02% 286
2024
Q1 		$52.9K Buy
585
+22
+4% +$2K 0.02% 260
2023
Q4 		$49.5K Buy
563
+60
+12% +$5K 0.02% 241
2023
Q3 		$42.5K Buy
503
+220
+78% +$19.9K 0.02% 258
2023
Q2 		$28K Buy
+283
New +$26.6K 0.01% 257

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VisionPoint Advisory Group's DOX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Amdocs (DOX) in Q3 2024, closing a stake of 557 shares — an estimated $44K sold.

VisionPoint Advisory Group first reported a position in DOX in Q2 2023 and held it in 5 quarters. The position peaked at $52.9K in Q1 2024. 500 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 557 Amdocs shares in Q3 2024, an estimated $44K.
  • VisionPoint Advisory Group first reported a position in Amdocs in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Amdocs position peaked at $52.9K in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.