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WBI Investments’s Amdocs DOX Stock Holding History

WBI Investments’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
-14,413
Closed -$1.23M – 246
2024
Q4 		$1.23M Buy
+14,413
New +$1.26M 0.31% 99
2021
Q2 		– Sell
-27,897
Closed -$1.96M – 192
2021
Q1 		$1.96M Buy
+27,897
New +$2.11M 0.31% 68
2020
Q1 		– Sell
-16,041
Closed -$1.16M – 121
2019
Q4 		$1.16M Buy
16,041
+11,654
+266% +$794K 0.12% 123
2019
Q3 		$290K Sell
4,387
-5,094
-54% -$327K 0.03% 188
2019
Q2 		$588K Buy
+9,481
New +$548K 0.05% 180
2018
Q3 		– Sell
-27,613
Closed -$1.83M – 263
2018
Q2 		$1.83M Buy
+27,613
New +$1.86M 0.1% 135
2018
Q1 		– Sell
-125,132
Closed -$8.19M – 215
2017
Q4 		$8.19M Buy
+125,132
New +$8.12M 0.38% 58
2017
Q2 		– Sell
-90,099
Closed -$5.5M – 308
2017
Q1 		$5.5M Sell
90,099
-714
-0.8% -$42.9K 0.24% 81
2016
Q4 		$5.29M Buy
90,813
+21,464
+31% +$1.27M 0.23% 80
2016
Q3 		$4.01M Sell
69,349
-10,390
-13% -$612K 0.15% 96
2016
Q2 		$4.6M Buy
+79,739
New +$4.57M 0.16% 84
2015
Q3 		– Sell
-71,316
Closed -$3.89M – 180
2015
Q2 		$3.89M Buy
+71,316
New +$3.92M 0.1% 152

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

WBI Investments's DOX Position: Q1 2025 in Review

WBI Investments sold out of Amdocs (DOX) in Q1 2025, closing a stake of 14,413 shares — an estimated $1.23M sold.

WBI Investments first reported a position in DOX in Q2 2015 and held it in 12 quarters. The position peaked at $8.19M in Q4 2017. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • WBI Investments reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 14,413 Amdocs shares in Q1 2025, an estimated $1.23M.
  • WBI Investments first reported a position in Amdocs in Q2 2015 and held it in 12 quarters.
  • WBI Investments's Amdocs position peaked at $8.19M in Q4 2017.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.