Advocacy Wealth Management Services’s SS&C Technologies SSNC Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-545	Closed	-$28K	–	120
2022 Q3	$28K	Hold	545	–	–	﹤0.01%	67
2022 Q2	$32K	Buy	545 +148	+37%	+$9.52K	0.01%	63
2022 Q1	$30K	Buy	397 +106	+36%	+$8.29K	0.01%	75
2021 Q4	$24K	Hold	291	–	–	﹤0.01%	85
2021 Q3	$20K	Buy	291 +90	+45%	+$6.67K	﹤0.01%	91
2021 Q2	$14K	Sell	201 -72	-26%	-$5.27K	﹤0.01%	125
2021 Q1	$19K	Hold	273	–	–	﹤0.01%	101
2020 Q4	$20K	Hold	273	–	–	﹤0.01%	90
2020 Q3	$17K	Sell	273 -34	-11%	-$2.03K	﹤0.01%	90
2020 Q2	$17K	Buy	+307	New	+$16.7K	﹤0.01%	92

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advocacy Wealth Management Services's SSNC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 545 shares — an estimated $28K sold.

Advocacy Wealth Management Services first reported a position in SSNC in Q2 2020 and held it in 10 quarters. The position peaked at $32K in Q2 2022. 533 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

Advocacy Wealth Management Services reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 545 SS&C Technologies shares in Q4 2022, an estimated $28K.
Advocacy Wealth Management Services first reported a position in SS&C Technologies in Q2 2020 and held it in 10 quarters.
Advocacy Wealth Management Services's SS&C Technologies position peaked at $32K in Q2 2022.
533 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.