Winch Advisory Services’s Amdocs DOX Stock Holding History

Winch Advisory Services’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	-50	Closed	-$4.26K	–	509
2024 Q4	$4.26K	Buy	+50	New	+$4.39K	﹤0.01%	379

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Winch Advisory Services's DOX Position: Q1 2025 in Review

Winch Advisory Services sold out of Amdocs (DOX) in Q1 2025, closing a stake of 50 shares — an estimated $4.26K sold.

Winch Advisory Services first reported a position in DOX in Q4 2024 and held it in 1 quarter. The position peaked at $4.26K in Q4 2024. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

Winch Advisory Services reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 50 Amdocs shares in Q1 2025, an estimated $4.26K.
Winch Advisory Services first reported a position in Amdocs in Q4 2024 and held it in 1 quarter.
Winch Advisory Services's Amdocs position peaked at $4.26K in Q4 2024.
512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.