Skip to main content

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

DOX holding history

Amdocs Ltd in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOX overviewAll 13F holders of DOXFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DOX by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,322−100.0%Sold outHolders
Q2 20253,322$303.1K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20242,418$205.8K<0.1%−113−4.5%ReducedHolders
Q3 20242,531$221.4K<0.1%−233−8.4%ReducedHolders
Q2 20242,764$218.1K<0.1%−369−11.8%ReducedHolders
Q1 20243,133$283.1K<0.1%−10−0.3%ReducedHolders
Q4 20233,143$276.2K<0.1%+189+6.4%AddedHolders
Q3 20232,954$249.6K<0.1%−191−6.1%ReducedHolders
Q2 20233,145$310.9K<0.1%−42−1.3%ReducedHolders
Q1 20233,187$306.0K<0.1%+48+1.5%AddedHolders
Q4 20223,139$285.3K<0.1%−121−3.7%ReducedHolders
Q3 20223,260$259.0K<0.1%+168+5.4%AddedHolders
Q2 20223,092$258.0K<0.1%+178+6.1%AddedHolders
Q1 20222,914$240.0K<0.1%+13+0.4%AddedHolders
Q4 20212,901$217.0K<0.1%−27−0.9%ReducedHolders
Q3 20212,928$222.0K<0.1%+57+2.0%AddedHolders
Q2 20212,871$222.0K<0.1%−133−4.4%ReducedHolders
Q1 20213,004$211.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.