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AdvisorShares Investments’s SS&C Technologies SSNC Stock Holding History

AdvisorShares Investments’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,400
Closed -$475K – 326
2024
Q3 		$475K Buy
+6,400
New +$454K 0.09% 149
2023
Q2 		– Sell
-7,319
Closed -$413K – 325
2023
Q1 		$413K Buy
+7,319
New +$422K 0.13% 103

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AdvisorShares Investments's SSNC Position: Q4 2024 in Review

AdvisorShares Investments sold out of SS&C Technologies (SSNC) in Q4 2024, closing a stake of 6,400 shares — an estimated $475K sold.

AdvisorShares Investments first reported a position in SSNC in Q1 2023 and held it in 2 quarters. The position peaked at $475K in Q3 2024. 649 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • AdvisorShares Investments reported no remaining SS&C Technologies position as of Q4 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 6,400 SS&C Technologies shares in Q4 2024, an estimated $475K.
  • AdvisorShares Investments first reported a position in SS&C Technologies in Q1 2023 and held it in 2 quarters.
  • AdvisorShares Investments's SS&C Technologies position peaked at $475K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on AdvisorShares Investments's 13F filing for Q4 2024, filed 14 Feb 2025.