Altus Wealth Group’s SS&C Technologies SSNC Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-124	Closed	-$9K	–	693
2020 Q4	$9K	Buy	+124	New	+$8.31K	0.01%	551

Other funds holding SSNC

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Altus Wealth Group's SSNC Position: Q1 2021 in Review

Altus Wealth Group sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 124 shares — an estimated $9K sold.

Altus Wealth Group first reported a position in SSNC in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

Altus Wealth Group reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 124 SS&C Technologies shares in Q1 2021, an estimated $9K.
Altus Wealth Group first reported a position in SS&C Technologies in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's SS&C Technologies position peaked at $9K in Q4 2020.
487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.