WWP
DOX icon

WR Wealth Planners’s Amdocs DOX Stock Holding History

WR Wealth Planners’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 		$125K Buy
1,463
+69
+5% +$6.05K 0.04% 204
2024
Q3 		$122K Buy
1,394
+370
+36% +$31.1K 0.03% 241
2024
Q2 		$80.8K Buy
1,024
+5
+0.5% +$411 0.02% 271
2024
Q1 		$92.1K Buy
+1,019
New +$92.9K 0.03% 262
2023
Q4 		– Sell
-997
Closed -$84.3K – 357
2023
Q3 		$84.3K Buy
997
+56
+6% +$5.06K 0.03% 265
2023
Q2 		$93.1K Buy
941
+34
+4% +$3.2K 0.04% 248
2023
Q1 		$87.1K Buy
+907
New +$83.9K 0.04% 253

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

WR Wealth Planners's DOX Position: Q4 2024 in Review

WR Wealth Planners increased its Amdocs (DOX) stake by 4.9% in Q4 2024, buying an estimated $6.05K and bringing the position to 1,463 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #204.

WR Wealth Planners first reported a position in DOX in Q1 2023 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • WR Wealth Planners held 1,463 shares of Amdocs worth $125K as of Q4 2024.
  • WR Wealth Planners bought 69 Amdocs shares in Q4 2024, an estimated $6.05K.
  • Amdocs made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #204 holding.
  • WR Wealth Planners first reported a position in Amdocs in Q1 2023 and has held it in 7 quarters since.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.