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Wetzel Investment Advisors’s Amdocs DOX Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-6
Closed -$542 – 319
2024
Q2 		$542 Hold
6
– – ﹤0.01% 871
2024
Q1 		$511 Hold
6
– – ﹤0.01% 975
2023
Q4 		$1K Buy
+6
New +$500 ﹤0.01% 931

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

Wetzel Investment Advisors's DOX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Amdocs (DOX) in Q3 2024, closing a stake of 6 shares — an estimated $542 sold.

Wetzel Investment Advisors first reported a position in DOX in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 500 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 6 Amdocs shares in Q3 2024, an estimated $542.
  • Wetzel Investment Advisors first reported a position in Amdocs in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Amdocs position peaked at $1K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.