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West Branch Capital’s Amdocs DOX Stock Holding History

West Branch Capital’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
Q4 		– Sell
-1
Closed -$88 – 568
2024
Q3 		$88 Buy
+1
New +$84 ﹤0.01% 550

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

West Branch Capital's DOX Position: Q4 2024 in Review

West Branch Capital sold out of Amdocs (DOX) in Q4 2024, closing a stake of 1 share — an estimated $88 sold.

West Branch Capital first reported a position in DOX in Q3 2024 and held it in 1 quarter. The position peaked at $88 in Q3 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • West Branch Capital reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 1 Amdocs share in Q4 2024, an estimated $88.
  • West Branch Capital first reported a position in Amdocs in Q3 2024 and held it in 1 quarter.
  • West Branch Capital's Amdocs position peaked at $88 in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.